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TJ Parker

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TJ Parker

Re: pantera post# 244942

Friday, 05/14/2004 1:29:15 AM

Friday, May 14, 2004 1:29:15 AM

Post# of 704019
i believe i heard on cnbc (!!) that the concern was about margin/pricing pressures, mentioned in the cc.

intc, on the other hand, apparently turned on the sunshine in its analyst meeting. and goldman subsequently poured it all over the amat's and nvls's.

which i like, cuz i forgot all about klic and brks and missed most of their decline. maybe we get to do it all over again! yay!
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