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


To: Judy who wrote (27107)12/11/1998 6:21:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 70976
 
Judy, tongue in cheek about ML and AMAT, missed it. Still, two analysts from the same company, one coming out bearish and the other bullish, with essentially the same data presenting itself, AMAT vis a vis the chip companies, looks pretty disorganized. That is, unless Kurlak is allowed to continue his kamikaze mission on Intel unchecked by his management. Personally, I think they (Kurlak and ML) are both zeroes (pun intended, kamikaze).

Tony