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 249.89

+3.1%

Nov 26 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Kirk © who wrote (38054)	10/10/2000 3:38:58 PM
From: Jacob Snyder	Read Replies (1) of 70976

re: I do not think this (shorts) is a variable: I agree. The market cap is too big for that. The stock is going down because the cycle-timers, who were long the stock, are giving up on it. Until the market is reassured that the cycle is not over (or that it has bottomed), the stocks will keep declining. I'm not sure what news would be needed to reassure the market. That's the interesting question: what does the market need to hear from Micron or Intel or TI, to stop the semi-equip slide? We have now had enough earnings warnings, from the semis and semi-equips, that the problem is not specific to any one company. I still haven't decided whether it is all just PC-specific. If this is just a dip in the upcyle, it is the biggest one ever.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next