Applied Materials No-Politics Thread (AMAT) 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 : Applied Materials No-Politics Thread (AMAT)

AMAT 235.24

+4.5%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Proud_Infidel who wrote (193)	10/31/2001 1:02:25 PM
From: Henry D	Read Replies (1) of 25522

Brian, perhaps they are not recommending buy SCE stocks b/c many manufacturers are predicting a lower cap-ex for next year?? im not sure how the semi biz runs maybe you can enlighten me. since the foundries and some semi manufacturers say they have bottomed or are bottoming, why are they cutting cap-ex instead of increasing it??? does it have to do with excess capacity of equipment that was bought during the Y2K and internet bubble? henry

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next