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 226.08

+1.2%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Kirk © who wrote (34387)	2/23/2000 11:26:00 PM
From: Gottfried	Read Replies (1) of 70976

Kirk, you said >New thought... Perhaps the high bookings are telling us we are getting two overlapping cycles? 300mm PLUS Copper on top of capacity expansion? Could be fun times for awhile as Morgan and Bagley were not smoking "funny smelling stuff" when they said we were in early innings!< We must listen to those guys! That's the easy part. The hard part for me is deciding whether they're right or wrong. :) Gottfried

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next