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

To: michael97123 who wrote (47080)5/22/2001 9:09:39 AM
From: Jerome  Read Replies (2) | Respond to of 70976
 
. I feel more comfortable looking at the large picture.

Does the large picture include rising stock prices in the face of deteriorating fundamentals?

Exactly what picture are you looking at? Mine has got a lot of cracks and smudges on it.

Regards, Jerome



To: michael97123 who wrote (47080)5/22/2001 5:43:43 PM
From: Cary Salsberg  Respond to of 70976
 
Mike,

INTC has company specific problems; its half of the Wintel monopoly in PCs has gone away at the same time PC growth has slowed markedly. It is trying to reinvent itself as a communications company.

AMAT has NO company specific problems. It keeps expanding it coverage of chip fabrication and it keeps gaining market share.

AMAT will do much better than INTC in the years ahead.

I don't like your idea of moving from AMAT to INTC based on some current price ratio.


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