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

To: Proud_Infidel who wrote (26329)	11/16/1998 7:58:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Brian, AMAT followers, from the AMD thread, an analyst's (Sutro's) summary of Intel's analysts meeting last Friday. Mentioned 300 mm, 0.18 and copper. Intel only aggressively going after 0.18. Feels others not necessary yet (or want to save $$ or both) for their roadmap. Note that I have INTC and AMAT. Courtesy Maxwell, AMD thread. Message 6441558

To: Proud_Infidel who wrote (26329)	11/16/1998 11:40:00 PM
From: Gottfried	Respond to of 70976

Brian, SFAM suffers... >Semiconductor chemical mechanical planarization (CMP) systems designer SpeedFam International (Nasdaq:SFAM - news) hit a speed bump and fell $1 to $15 11/16 after the company said slower sales will result in a fiscal Q2 loss between $0.25 and $0.29 per share, worse than the loss of $0.12 per share expected by analysts. NationsBanc Montgomery Securities lowered its rating to "hold" from "buy" on Friday, citing increased competition in the CMP area from capital equipment heavyweight Applied Materials (Nasdaq:AMAT - news)< fnews.yahoo.com Gottfried