Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 319.19

+5.7%

3:59 PM EST

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To: Tony Viola who wrote (30146)	5/13/1999 6:29:00 PM
From: gugie	Read Replies (1) of 70976

Tony <<...elaborate on Intel's momentum...>> No NDA info needed. Just that "chipzilla" (the only decent thing I've read from UK rag) is still investing strongly. Question: when was the last time Intel had too much capacity? Seems like they've been betting on the future better than anyone else, so when they're gearing up, they don't seem to be betting on a flat near term future...

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