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

To: William Griffin who wrote (37373)	9/21/2000 6:45:43 PM
From: Joseph Beltran	Respond to of 70976

Interesting comments by Drew Peck on the INTC situation. He basically said that the company had to "re-invent" itself by expanding in other areas of chips, i.e. communications, networking, etc. He also said that "electronic" areas other than telephone and computers are booming and that stocks in those areas will appreciate substantially. Heck, seems to me that if you are holding equipment manufacturers like AMAT you are bound to have a winning hand. CMOS looks awfully tempting here also.