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


To: Gottfried who wrote (18514)4/3/1998 9:28:00 PM
From: Jerry Olson  Read Replies (1) | Respond to of 70976
 
Hi GM

FWIW I feel AMAT will WARN before eps...INTC will slash Cap Spending with a lot of companies IMO...The jawboning from this co is unbelieveable, they are in trouble...

Yeah I know no one would really believe this, but I have this crazy feeling INTC is not in good shape at this moment...



To: Gottfried who wrote (18514)4/3/1998 9:36:00 PM
From: FJB  Respond to of 70976
 
GM, Since a lot of people are speculating about Intel's cap. ex.,
Message 3952513

They recently canceled a $50 - $60 office building FWIW.

Bob