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Politics : Formerly About Applied Materials
AMAT 261.81+0.4%Dec 26 3:59 PM EST
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To: advocatedevil who wrote (57738)12/19/2001 2:04:43 AM
From: Jacob Snyder  Read Replies (3) of 70976
 
That's one of the classic signs that a bottom is in for semi-equips: when semis in commodity markets can't stand the pain any longer, and exit that market. The only thing lacking, from this "bottoming" sign, was that Toshiba was able to find a buyer. So, maybe we need to wait until semis can't find any buyers for their fabs, and they just have to close them down, write it off, and walk away.

I wonder if Toshiba got paid in MU (stock), like TI did in 1998. That turned out OK for TI.
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