Varian Semiconductor Equipment Associates -- VSEA 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.

Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: BMcV who wrote (1232)	12/8/2000 9:59:04 AM
From: Proud_Infidel	Read Replies (1) of 1929

Bruce, Re: And today CNBC was praising Jon Joseph (again) for his July call. Well, he got the top all right, but for the wrong reasons. He was calling for an end to this semi cycle, of which there is still no evidence. All that's happened was that a weaker economy took the edge of the up-cycle's rate of expansion. INTC's increased capex plan should remove any doubt about where we are in the cycle. JJ of SSB claimed that we were at a top in the cycle because of an oversupply of tantalum capacitors. The week he made this call, NEC announced they were expanding capacity for making tantalum capacitors because there was an undersupply. He was factually incorrect in his call but he got lucky, as it were, that the interest rate hikes hobbled the economy and thus the sector for the time being. Brian

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next