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

To: Gottfried who wrote (33785)	1/14/2000 12:27:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Gottfried, Re: With all respect for Brinker, why listen to him? Seems to me YOU make good decisions without advice. Thanks very much Gottfried. I don't want to turn this thread into an off topic discussion, even in small part. However, I guess the guy's slamming of Intel over and over on his radio show and then not mentioning a word about his fave, LU, when they did a very serious warning, got to me. Then his allocation call this week and Intel's earnings caused a little retribution in me, I guess. I'll drop it. Glad to see an analyst call the ETEC buyout a win-win for them and AMAT, and whoa, that cap exp increase by Intel! Do people think that the other big semiconductor companies, that do their own fab of course, will have any spending increases like that (% - wise, of course)? Tony