Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Proud_Infidel who wrote (38572)	10/20/2000 11:26:41 PM
From: Gottfried	Read Replies (1) of 70976

Brian, thanks for all the news! This story said >But TSMC's record results come at a time when a major customer, Motorola Inc., warned about its outlook in the fourth quarter and the full year of 2001. Altera Corp.--one of the top 10 customers of TSMC--was also downgraded earlier this month by Lehman Brothers and Salomon Smith Barney (see Oct. 10 story).< This makes it sound as if the company warning and analysts downgrading deserved equal credibility. They don't. Gottfried

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