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

To: Jerome who wrote (39266)	11/8/2000 5:21:28 PM
From: t2	Respond to of 70976

Does anyone know how big a customer Intel is to AMAT? Companies like Amkor (in related sectors) have done well and I thought they could be a guage for the equipment stocks like AMAT. Noticed that MU has been holding up lately in the face of downgrades. I think (I mean HOPE) stocks like AMAT may be reaching that level soon. I hope the communications chips stocks also stop sliding. If the steep selloffs in the higher PE stocks come to a halt, that would be a good indicator.