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 339.94+3.3%Feb 11 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Duker who wrote (32099)8/19/1999 8:28:00 AM
From: FLSTF97  Read Replies (1) of 70976
 
Duker, I take it this analysis is rooted in the "Only the paranoid survive" theorem! It's now clear that the End is near and it really had nothing to do with total eclipses.

Add this to your calamity picture. Rumors of Infineon actually formulating a team to introduce their next 300 mm Fab forces AMAT to increase capital expenditures to tool for the onslaught of 300 mm systems. The C&E is dramatically reduced from $2.2 bil to $2.198 bil.

You're right: time to bail!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News