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


To: 16yearcycle who wrote (26242)11/13/1998 10:54:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 70976
 
Eugene, what, are there a ton of people on this thread bearish on Intel and the PC makers in sympathy with the semi-equip makers? They should lighten up. Intel will not be caught holding the (inventory) bag. It's build to order, just in time, dock to stock, plug and play. Got carried away. Intel and the boxmakers have learned the lesson WRT inventory. I think the price of AMAT is somehow telling us that, in time, business will be fine with them also. Pollyana, right?

Tony