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

To: Fred Levine who wrote (28052)	2/6/1999 6:34:00 PM
From: Tony Viola	Respond to of 70976

Fred, >>>Kurlak aimed his comments mainly at AMD, and then lowered earnings, but not his recommendation, on Intel.<<< Yeah, I guess you're right. But he did manage to be the catalyst that started the whole tech market down. BTW, he will be wrong again about Intel on that new recommendation for this quarter. What'd he do, lower estimates from $1.05 to $1.01? Piece of cake for Intel to exceed the $1.05, because they continue to be sold out and said just this week that 1Q was very strong. AMAT stockholders, myself included, should feel relieved to not have an ax like Kurlak. Someday, though, sooner than we'd all estimate, these guys will be as obsolete as buggy whips, as investors will be doing all their research for themselves on the internet. Tony