SI
SI
discoversearch

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 249.89+3.1%Nov 26 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Tony Viola who wrote (31609)7/26/1999 11:14:00 AM
From: Proud_Infidel  Read Replies (1) of 70976
 
Tony,

Got to help companies like AMAT because their equipment doesn't know or care about the selling cost of the chips it's making. From this report, there will just be more chips, meaning more wafers, more equipment?

Well said! Only a couple of months ago the Bears were making the argument, or trying to, that low-cost PC's would kill AMAT. Strike up one more incorrect Bear statement. Seems as if their incorrect arguments are as numerous as there are stars in the sky:-)

BK
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext