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

To: Teri Skogerboe who wrote (19761)	5/29/1998 10:17:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 70976

Teri, I just want to clarify that I am not thrown off by such a small portion of what i have dropping to a level well above where I purchased it. I feel pretty immune to drops in msft, intc, brk, csco and amat. I also don't have a big problem with Hurlcrap.I DOO have a problem with intel's management. This has happened before, and then they whine about their pe. Hey, they haven't a clue how to solve their valuation problem. It is so obvious. Boy, do they ever know how to run a business, but absolutely no clue when it comes to Wall street. Intel investors should stop crying about "the street," and Kurlak; this is all about intel's complete inability to give reasonable guidance, manage expectations, and give proper notice to ALL shareholders. Gene