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 259.92

-1.1%

Dec 30 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sam Citron who wrote (49775)	7/25/2001 3:34:41 PM
From: Ian@SI	Read Replies (1) of 70976

Sam, I think it simply means that we're still bouncing along close to the bottom. Wafer starts are falling, so nothing to drive the back end. In the front end, I think it's primarily technology buys - whether for shrinks in existing lines, Cu or 300mm R&D or pilots - that is driving the bounce up from the bottom. If demand doesn't pick up, then the Front end could recover as the technology buys become capacity rollout; that in turn might trigger some backend buys. i.e. -- more 300mm Front end capacity could cause some back end upgrades. IMO, nothing to get too excited about short term. Ian

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next