SI
SI
discoversearch

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.
Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 213.57+1.8%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: John Cuthbertson who wrote (8500)8/3/2000 2:01:07 PM
From: Ian@SI  Read Replies (2) of 10921
 
J.,

Not to fret, sooner or later, common sense prevails. Even a brain dead analyst like Jon eventually values companies based upon earnings and earnings growth.

Re AMAT conference call: Jim will probably advise that the future is rosy as far as the eye can see for AMAT. For the past couple years, he's avoided talking about prospects for other companies. Rather AMAT's good fortune is because they are progressing toward 100% market share. ;^)

Ian.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext