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 220.28

-6.4%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gottfried who wrote (40026)	11/27/2000 3:57:19 PM
From: Demosthenes	Read Replies (2) of 70976

G, <<. No doubt most of the upward leg of the SEMI equipment cycle is over [orders -based on time since the orders low].>> How does copper, low-k and 300mm fit into your model? How does vast relative underspending after the last cycle fit in? A decent model would have to have more than time as a variable, or so I would think. D

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next