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 298.72

-2.0%

11:14 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: michael97123 who wrote (48020)	6/16/2001 8:11:50 PM
From: John Trader	Read Replies (2) of 70976

OT-Telecom: This article is about a month old, but very interesting. The author argues that the telecom problems will be over sooner than we think, and argues component suppliers, such as in the optical area, should be purchasing the next generation equipment now, and that if things don't change there will be a big shortage of components coming in a while (i.e. opposite of current situation). This argument seems just like what I heard AMAT CEO Morgan argue on CNBC in December, that companies should beware holding off spending on equipment such as AMAT sells. If this argument is valid in the telecom equipment area, seems like NEWP, a stock I recently added to, should do well. messages.yahoo.com Any thoughts on this argument by anyone? Quite a range of opinion here in telecom land. Either this is the perfect storm just starting, or the experts have it all wrong all over again. John

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next