Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: roly who wrote (9720)	10/27/1997 11:19:00 AM
From: Tito L. Nisperos Jr.	Respond to of 70976

Roly, so we are seeing the Giant INTC at work employing tactics that worked before when it keeped AMD at a far distance by dropping prices occasionally...Stiff competition will only Bolster the Fortunes of AMAT...

To: roly who wrote (9720)	10/27/1997 11:52:00 AM
From: Kumar Nathan	Read Replies (2) \| Respond to of 70976

Tito & Others: My earlier post on prediction still holds good. My suggestion to this thread is to load AMAT as much as possible. Fundamentals are extremely good. The only thing that rules the market and equipment is fear. Cool head must prevail. Please read this following link. It was posted much earlier say 2-3 months ago by one of the contributors. ebtmag.com. In that please note that Intel's Dallas plant is nowhere listed. I am not saying that Intels postponment is insignificant. But what I am saying is that there is a huge hype and fear. Any company who has foreign currency exposure will hedge their positions. Not only American companies but also buyer companies in SEA too. The biggest casualties in this whole deals will be banking industry who are exposed. My suggestion to this thread is to buy more of AMAT now. Certainly it will cross 50 by the end of the year. Guaranteed. Regards Kumar