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To: Proud_Infidel who wrote (1806)2/13/1998 10:39:00 AM
From: MrCash  Read Replies (1) | Respond to of 5867
 
Yes. Often the market rewards companies that make the difficult decisions like getting out of business that they are weak in so they can focus on where they are strong.

regards
Kirk out



To: Proud_Infidel who wrote (1806)2/13/1998 12:50:00 PM
From: Thomas J Pittman  Read Replies (1) | Respond to of 5867
 
But what about that cut in R&D? I really dont like to
hear that. In one or two upgrade cycles, this is really
going to kill them. That is an area that I pay a lot of
attention to, and I have to say, I am currently sitting
on the trigger to take my (currently meager)gains and
go play elsewhere. Sales in 00???? What are they going
to sell if they are cutting R&D?

J



To: Proud_Infidel who wrote (1806)2/13/1998 10:08:00 PM
From: SMALL FRY  Respond to of 5867
 
BK,

If they all leave...I guess we'll just have to take over and call this thread AMAT Jr.<g> Seriously, this company needed to be refocused since they're losing market share to a lot of big boys... and very good timing, if I may say. The street can't punish it anymore than it's already been the last few months.

Regards,
SF


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