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 321.34

+5.7%

12:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: advocatedevil who wrote (55880)	11/19/2001 1:13:54 PM
From: michael97123	Read Replies (1) of 70976

ad, In the bad scenario we talked about i would think chip equip could suffer worst initially as the anticipation sets in that the chip co's will kill us with bad capex. Earlier this year when amat was twice intel i talked about a patter i had seen where the premium between the two narrows and expands based on conditions. In the short term it would not surprise me to see intc catch up to amat price and perhaps surpass it. Normally that would be a good time to switch. mike

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next