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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?


To: Gottfried who wrote (400)11/9/2001 11:29:06 AM
From: robert b furman  Respond to of 25522
 
Hi G,

Jerry Sanders - "yada yada yada yada"

If you invest 800,000,000 and Intel does 7.5 billion.Then you say your going to make product with a in between mark-up(the unowned fab) and then expect to go running around saying your microprocessor is better than Intel - well you don't on superman's cape and ya don't pea into the wind.

I think the only reason AMD exists is to keep the Justice department off of Intel's back regarding Monoploy suits(another ill-fated idea by my way of thinking).I just think the long term writing is on the wall.But they are tanacious no doubt.

Bob



To: Gottfried who wrote (400)11/9/2001 11:38:36 AM
From: Math Junkie  Read Replies (1) | Respond to of 25522
 
There's nothing OT about reporting when an AMAT customer expects to return to profitability, IMO. 8-)