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

To: Tony Viola who wrote (28051)2/6/1999 6:18:00 PM
From: Fred Levine  Read Replies (1) | Respond to of 70976
 
Kurlak aimed his comments mainly at AMD, and then lowered earnings, but not his recommendation, on Intel. AMAT was intact. In fact, his comments were about the increased competition, something that should help AMAT.

fred



To: Tony Viola who wrote (28051)2/7/1999 8:41:00 PM
From: Raymond Duray  Read Replies (1) | Respond to of 70976
 
Hi Tony,

You said:
<Actually, news out this week about Intel going ahead with
300 mm (Oregon plant, I think)>

The plant will be built in suburban Portland. Negotiations have been underway with the State of Oregon regarding a $12.5B tax abatement for Intel.

Can you direct me to the source of info on the deal, I'm lame, I don't read the Oregonian any longer unless it's cited on SI. ;)

Best, Ray


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