Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 322.34

+1.1%

Jan 23 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Fred Levine who wrote (35829)	7/20/2000 7:09:14 PM
From: Donald B. Fuller	of 70976

In my opinion, the market is telling us that the semi equip cycle has peaked. Virtually every semi equip CEO seems to be saying exactly the opposite - "nothing but blue sky ahead." Its either look out below or a hell of a buying opportunity, depending on which of these is right. Very skittish - weird trading action in the equips - I personally think they who pronounce the demise of the current cycle are prematurely puking.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next