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 281.58

-3.6%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: scott_jiminez who wrote (42782)	2/28/2001 8:07:33 AM
From: robert b furman	of 70976

Hi Scott, Ceo's of Chrysler and GM have cut their Q1 production 26 and 21 %.That isn't exactly pulling the techs out. I don't argue your point about tunnel vision on the NAZ. I do think that durables were saying what semi's are just now becoming aware of. There is a lot of capacity out there,and it's idle because there is even more inventory in the stuffed channels of distribution. I think all of industry pushed production at the end of 2000 to make a great bonus - it's payback time. It ain't pretty and hoping for Uncle Al to make everybody feel better still won't unclog huge inventories.Reduced production and time with reduced prices will get us there. 2001 will be an ugly year because it will start out in the hole.Even a recovery will be painted by a negative start - ALL YEAR LONG. JMHO Bob

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next