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 230.92

+3.1%

Nov 24 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Justa Werkenstiff who wrote (35314)	5/23/2000 12:36:00 AM
From: pompsander	Read Replies (1) of 70976

This excellent book to bill should quiet some of the recent doubters. While it is possible we will see some cooling later this year, it is hard to find out exactly where the slowdown might occur. Flash? no way. Dram? Nope. CPUs? Intel and AMD can't make enough. DSP? forgetaboutit. Shipment increase is encouraging. With the existing backlog of orders, keeping the pipeline moving is critical to maximizing the value of this cycle. A great, great report.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next