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 226.05

+1.3%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul V. who wrote (34395)	2/24/2000 8:32:00 AM
From: Lone Star	Read Replies (2) of 70976

Re: are we or aren't we in the early innings? It is really quite simple in concept- this time, is the explosion in demand i.e. chip consumption going to be, one, bigger in volume, and two, more sustained? We can monitor on an on-going basis chip consumption, but have to project from the emerging trends to debate the second part, the length of the expansion. This comes from of course the lessening dependence on PC sales, and the emergence of new applications which consume chips. So far, it does indeed appear that we could be in the middle of a sea change, and this upturn could indeed be better and longer than past ones. But finally, very specific to semi equips, we also have to monitor new fab creation and hope we don't overbuild and overwhelm demand somewhere down the road.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next