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

To: Ian@SI who wrote (27761)	1/17/1999 11:32:00 AM
From: Tony Viola	Respond to of 70976

Ian, about 300 mm, that should be a big swinger. Intel certainly has an obscene amount of cash, but they're pretty famous for not wasting any. Their CEO now, Craig Barrett, came out of manufacturing for over 15 years to become COO and then CEO, so his background is the best in the industry to lead bringing on 300 mm. As an owner of both stocks, I'm not sure which way I want it to go. For example, Intel will do fine without copper until 0.13 comes on, maybe same w/o 300 mm? Or let someone else be the guinea pig? Well, I think both stocks will do fine in any event. Tony