All Clowns Must Be Destroyed Message Board

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Pastimes : All Clowns Must Be Destroyed

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To: IceShark who wrote (41966)	11/1/2000 6:35:24 PM
From: maceng2	Read Replies (1) of 42523

Hi Iceshark, The INTC webcast doesn't seem like moonshot stuff..just looking at the comments on the thread. Message 14706175 BTW I didn't mention that I also have been buying AMAT poots. Equipment suppliers will be first to get hit on any semi slowdown. That stuff is getting so complicated these days that it's takes about a year to build anyway (if it's been fully developed that is, that takes time too). A link here eet.com OTOH, I don't think anyone has a real clue what demand will look like 2 yrs from now. The economy will have an over riding effect on whether tech grows sequencially . Only my view of course. pearly.

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