Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.11

+6.9%

Jan 9 9:30 AM EST

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To: advocatedevil who wrote (56718)	11/30/2001 8:03:57 PM
From: advocatedevil	of 70976

Semiconductor Alert! (Nov. 26-30) Commentary & analysis of week's chip news siliconstrategies.com snips: Chip inventories are higher than expected... The stock market may be getting too far ahead of the chip market. It now turns out that semiconductor inventories are not going away as fast as some people had expected and that could delay the recovery. DRAMs go south again, Hitachi slices Singapore output by half... After the brief run up in DRAM prices earlier this month, the DRAM market has turned very weak again. This unexpected softness is now causing a fresh round of problems for DRAM suppliers. 3rd-quarter chip-gear orders just plain awful--down 75%... No one on this planet was looking forward to seeing the third-quarter shipments and orders for global semiconductor equipment. But it was even lousier than I expected. AdvocateDevil

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