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To: Tony Viola who wrote (77526)4/1/1999 12:39:00 AM
From: Paul Engel  Read Replies (4) | Respond to of 186894
 
Tony - Re: " Like I said, I'll bring the good stuff over here. Anyway, the meeting further emphasized to me that my semiconductor investments, and AMAT, are keepers."

Yes, they are keepers.

But they are all looking like "poor cousins" compared to the "we're-losing-money-but-who-cares.com" crowd.

GEEEEEZ.... somebody.com says they are putting their add on AMAZON.COM's web site and BOTH stocks go up $15 per day.

Intel earns $2 billion a quarter and they can't move out of their own way.

Where's the justice ?

Paul



To: Tony Viola who wrote (77526)4/1/1999 1:11:00 PM
From: Earlie  Respond to of 186894
 
Tony:

A couple of days ago, Dataquest put out some material in which they made forecasts relating to semi growth over the next three years. It sounds like AMAT might have been referencing this material. If that was the case, my comments on that data may be of interest. I posted the comments yesterday on the MB thread. I'd be interested in the material when you get a chance to post it.

Best, Earlie


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