Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 225.18

-1.5%

Nov 18 3:59 PM EST

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To: Jurgis Bekepuris who wrote (39128)	11/4/2000 9:59:28 AM
From: scott_jiminez	Read Replies (1) of 70976

Excellent post Jurgis. It should be reposted, on a daily basis, on this thread (and other related threads). This part should be the header for ALL SEM threads: I think that reading AMAT [KLLC, NVLS, etc..] thread is rather useless. Thread predictions are as bad as those of the analysts or industry sources. And that's not because of the posters qualifications. Thread has great minds at work. The chip + equip demand is simply unpredictable. Information waterfall only adds to confusion and irrational decisions. ---------------------- To the thread in general, regarding analysts.... First read this Message 14726123 and then read this Message 14726219

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