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 : Intel Corporation (INTC)
INTC 37.91-1.4%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Road Walker who wrote (109864)9/13/2000 6:55:03 PM
From: willcousa  Read Replies (1) of 186894
 
I recommend the amat thread for up to date, hard evidence on demand issues. Several folks there do a lot of work on this. I don't know what evidence the analysts see that would contradict what the amat followers have found - which is mighty bullish. The latest could lead one to conclude that the cycle is being pushed out all the time. With luck we could get two more years. What is less clear is how quickly things could turn down. Looks like folks are on pins and needles waiting for the least sign of a turndown.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext