Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 230.77

+0.9%

Nov 12 3:59 PM EST

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To: Stefan who wrote (29473)	4/9/1999 7:41:00 PM
From: Tony Viola	Read Replies (1) of 70976

On CNBC, Ashok Kumar says CPQ problems specific to CPQ. Expects Intel to exceed expectations for 1Q on Tuesday. Likes Dell 1Q. One underperformer does not make for a sh*tty overall tech picture. CPQ is stinking pretty bad but the rest can still be good. I'm watching the end of this movie.

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