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 256.41

+1.1%

Dec 19 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jeffrey D who wrote (37023)	8/27/2000 3:48:32 PM
From: Proud_Infidel	Read Replies (1) of 70976

Fervor hasn't faded for chip industry By Janet Haney, CBS.MarketWatch.com Last Update: 1:34 PM ET Aug 27, 2000 Excerpts: "We saw a first run and we're going to see another run," said Shekhar Pramanick, a senior analyst at Prudential Securities. "We believe the cycle is not ending and every data point we are picking up is that the stocks have been clearly oversold, and we're going to see another run in these stocks. We don't know whether that's happening this month or definitely it's going to happen in the next few months." "What's extending the cycle now, is this huge increase in demand that was really not foreseen by anybody," Linley Gwennap, principal analyst at The Linley Group, which provides independent consulting on the microprocessor industry. "Without this increase in demand, probably we would be topping out right now, but because the demand is so strong, I see a lot of shortages in the market and I don't see those shortages being resolved for another 12 to 18 months." cbs.marketwatch.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next