Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: Duker who wrote (26833)	12/2/1998 11:18:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Duker, that was tongue in cheek about Intel's yields! The only company possibly better than Intel re yields is IBM. But, we'll never know. AMAT and the other generals like KLAC in this sector are something else. They go up at the slightest inkling of a turnaround. Other companies like Intel OTOH have to preannounce two qtrs in a row, and then exceed the new estimates that come out of those, then indicate sold out for at least two qtrs, then say Asia is doing as well as the rest of the world, and all this on top of several dollars a share per year earnings. As a holder of both aforementioned stocks, however, I'm not complaining, just astounded about the one named AMAT. Tony