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


To: w0z who wrote (37364)9/21/2000 5:29:19 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
Amazing! AMAT down to 66 on news that INTC's capex remains unchanged from previous guidance. Who exactly is trading these issues down on what essentially is a non-event for AMAT? IMHO, we are setting ouselevs(cap equipment sector) for a healthy run from these levels.

FWIW, Michael Dell came out today and said PC demand looked strong for H2. I did not see that reported on CNBC however:-(

BK