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 301.88

-1.0%

Jan 14 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tony Viola who wrote (35789)	7/28/2000 12:17:27 PM
From: C_Johnson	Read Replies (4) of 70976

Hello Everyone, During a week when Wall Street is dumping semis it might not be a bad idea to get some information from the horse's mouth. Do I need to say that a number of the equipment stocks are at decent buying levels? Probably not! For those in Silicon Valley a handful of equipment companies are presenting at the Informed Investors 5th Bay Area Semiconductor Forum in Palo Alto this weekend. A number of them will also be speaking at the Adams Harkness and Hill Conference next week. I plan to attend the AH&H session in Boston and to visit with some of the local companies but the Informed Investors session is also a good place to hear some of the stories. Here's a link to the agenda for the Informed Investors session: informedinvestors.com Ron Leckie of our staff will be attending but he will not be speaking. Sue Billat of Robertson Stephens will be speaking about the equipment industry (FWIW, I am pretty sure she will be speaking bullishly). If you are going to attend and you would like to have a few tapes of the presentations you can wander over to this URL to get a coupon for two free tapes: infras.com This coupon was originally for INFRASTRUCTURE subscribers but if you are not go ahead and use it anyway. The more the merrier. I should mention that we are not getting compensated for any of this. They've got some space this weekend and I just thought a few who are interested in hearing from some of the equipment companies might like to attend. Regards, Carl

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next