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

To: michael97123 who wrote (35870)	7/22/2000 11:37:14 AM
From: Tony Viola	Read Replies (2) \| Respond to of 70976

Michael, Have orders in low 40's for lsi and low 70's amat. I had an order in for EMC at $97 pre-split earlier this year, missed it by half a buck. Those limit orders can cost you later. BTW he did not say buy chips although considers them undervalued with the exception of intc. He was not impressed with their earnings. Did he have an opinion on Intel's second half prospects? Andy Bryant, CFO, who some people think needs a fire lit under him sometimes, said he hasn't been so excited about an H2 in years. What's Brinker going to say today? Tony