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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Road Walker who wrote (107249)8/9/2000 10:30:16 PM
From: Harry Landsiedel  Read Replies (1) | Respond to of 186894
 
John Fowler. Re: "But you know that means a PEAK in the growth?????" These guys are seldom right but rarely in doubt.

I think AMAT's results and forward looking statements indicate that the demise of the semiconductor industry has been greatly exageraged. More importantly, there is a lot of anecdotal evidence that demand is extremely strong. Finally, we've got the upcoming Intel conferance. That usually gets the analysts focus back on the fundamentals.

HL