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

To: Teri Skogerboe who wrote (18181)3/26/1998 9:19:00 AM
From: Terry D  Read Replies (1) | Respond to of 70976
 
ts -
Brilliant move. Right to 300,skip competing on the interim generation, everybody in the pool.
This is bizzarro reality - good is bad, delays are good.
Might have to buy a little equip at the bell for a flip.
LLY is going to be a good trade. Evista is a gordian knot - but have faith. $4 days to pump my #'s
td



To: Teri Skogerboe who wrote (18181)3/26/1998 10:23:00 AM
From: David Rosenthal  Read Replies (1) | Respond to of 70976
 
Teri,

A site that sits fallow for the next 12 months doesn't need equipment. If any Intel capital expenditure for equipment was slated for this year for this plant this is a hint.

I have been following the continuing stream of announcements of earnings reductions and outright losses for testers, assemblers and suppliers and just don't think the fundamentals are there for a tech rally.

Dave


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