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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Gottfried who wrote (31150)6/24/1999 12:04:00 PM
From: Tony Viola  Respond to of 70976
 
Gottfried,

Tony and all, everything's red because of MU and AMD...

Yes, and I guess AMAT gets hammered more for "guilt association" with MU, if you have to split hairs about it, than with AMD. Being the eternal optimist (fool?) that I am, would getting these two out of the way make everything else bright for Q2 earnings? I think Intel is going to be all right, rest of the tech generals also, generally. Of course, AMD still has to make it official, but they could take complete gas and not look any worse.

Tony



To: Gottfried who wrote (31150)6/24/1999 10:13:00 PM
From: Paul V.  Read Replies (3) | Respond to of 70976
 
Gottfried,Tony and all, everything's red because of MU and AMD...

Guess the Semi's can not make money with the low powered chips 64ram.

The software companies must require 128, 256, and up to operate the computers or the hardware companies must just stop making the lower end chips.

Just my opinion.

Paul