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 299.00

-1.9%

10:12 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Fred Levine who wrote (57502)	12/14/2001 12:38:13 PM
From: Sam Citron	of 70976

AD is busy trying to short Moore's Law at the moment, Fred, so let me answer. Don't be distracted by Xmas ads. Eliminate them entirely by reading all your papers online. Sirius is probably an excellent short. Small pioneers take arrows in their backs 99% of the time. Digital TVs will be much much hotter next Xmas. 3G phone sales will continue to be constrained by silly price gouging attempts by the networks who have not yet figured out that there is an extremely high price elasticity of demand and they can make more money by lowering prices. XP is ramping, but not a big driver for PC sales. PC sales are coming off the bottom, but the arena will be elsewhere. Sam

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next