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

To: Proud_Infidel who wrote (27124)	12/13/1998 9:05:00 PM
From: Gottfried	Respond to of 70976

Brian, looks like Paul Engel took care of Kurlak. But Kurlak is only doing his job: trying to get the stocks down so his firms clients, who missed the rising tide, can get in. Thank you for the link. Gottfried

To: Proud_Infidel who wrote (27124)	12/13/1998 10:41:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 70976

bk, i don't know what to think of kurlack. the guy definitely can be an utter idiot. i'm actually nervous he agrees with me ;-) his calls on mu in 1997 couldn't have been worse. i think intel is playing word games when using the term "shortage." i can't prove it now but expect the truth to be realized in h1 99. it is a little odd that intel would cut investment with this shortage. it is also odd that prices aren't increasing in this shortage. i always watch what these companies do and not what they say as they are a very tricky lot. what they say is technically true but often highly misleading as they leave out pertinent facts. if intel does have a shortage then we'll find out soon enough.