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Politics : Formerly About Applied Materials
AMAT 226.05+1.3%Nov 14 9:30 AM EST

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To: Fred Levine who wrote (28048)2/5/1999 10:45:00 PM
From: Gottfried  Read Replies (3) of 70976
 
Fred, you said > the lower prices of many tech stocks related to the rivalry between Intel and AMD is too broad a brush.<

Agreed. It is not that investors suddenly discovered yesterday
that AMD and INTC compete. Kurlak and company needed something -
anything - to drive stock prices to more affordable levels.
You've probably noticed that these sudden "concerns" are seldom
about anything truly new.

Gottfried
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