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: C_Johnson who wrote (38454)	10/18/2000 11:15:11 AM
From: Ian@SI	Read Replies (1) of 70976

Carl, Thanks for correcting my impression of TER and its relationship, or lack thereof, with RDRAM. Is TER primarily a story of shrinks, and a pause before the new equipment starts pumping out silicon? or something else? Or do we have to subscribe to get the answer? <g> Best wishes, Ian. P.S. to thread. Carl Johnson, at infrastructure.com is one of the few Semiconductor Equipment analysts with knowledge of the sector that I completely respect. He knows the business; he isn't associated with the sellside or an investment banker; and unlike Jonathan Joseph, he's never been caught taking wrong information from The Register then basing an investment opinion on that erroneous data.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next