SI
SI
discoversearch

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.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Proud_Infidel who wrote (61517)7/30/1998 5:53:00 PM
From: Tony Viola  Respond to of 186894
 
Brian, re: "Why in he** are you concerned with Kurlak?"

OK, Brian, tell you what. We'll get Kurlak to pi** all over AMAT every time it goes up 10% and see how you like it. For some reason, Kurlak has his sights on INTC, well, at least for 70% of his time, with some energy left for MU and a few other semis. That's OK I guess because Intel is by far the most important semiconductor company. But, Kurlak will come out several times a quarter about Intel, as if fundamentals change on practically a daily basis. That's too often, they don't change that often. He's like, hmm, I don't have anything to do today, oh, time to nail Intel again. ML really ought to get this guy something else to do. He's getting to be an embarrassment. Like, can he be right and the rest of the world wrong?

So, yeah, I think Kurlak needs to start taking AMAT apart (except for the shares I own, somehow. Huh?).

Tony