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 267.34

+4.1%

1:22 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Proud_Infidel who wrote (34400)	2/24/2000 11:00:00 AM
From: Tony Viola	Read Replies (1) of 70976

Brian, re TSMC, I saw an analyst on Bloomberg this morning, didn't get his name unfortunately, but he had AMAT and TSMC as his top two picks. Mentioned AMAT new orders at 61% higher, what vs. lst quarter or same period a year ago? Sketchy I know. He liked TSM for the obvious reason, capacity in the world sold out right now, a lot of fabless chip companies doing well, needing someone to fab for them, etc. But capex's equal to sales, wow. The guy seemed to know his stuff, sorry about the sketchiness. You saw about the price upgrade on Intel by BBRS Dan Niles, and his prediction that their 1Q would be sequentially up in revenue. That's unusually good with Xmas and corporate use it or lose it budget buying both being in the fourth quarter. Tony

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next