Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.58

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2:15 PM EST

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To: uu who wrote (28863)	3/4/1999 11:35:00 PM
From: Math Junkie	Read Replies (2) of 70976

I don't see what the quality of Michael Murphy's stock picks has to do with what his sources are telling him about the lack of a slowdown in the PC industry. I should also point out that what determines semiconductor equipment sales this year is what semiconductor manufacturers think chip sales will be in future years, not what PC sales are this year.

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