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 325.15

+2.3%

Jan 21 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gottfried who wrote (6601)	8/1/2003 2:56:33 PM
From: robert b furman	Read Replies (3) of 25522

Hi G, Read that to mean many more chips soaking up excess capacity. SCE boom just around the corner as pc laptops and wireless grows along with cell phones. Yesterdays surprise GDP growth was tempered by a reduction in inventories. This is shaping up to be an environment where shortages can be managed into better pricing. This recovery is going to grow into some better forward looking profits and expectations. Although it is very confusing when the news media only presents news in a negative fashion - I'm feeling much better about this recovery kicking in accross the board. We just finished our best month of the year in new cars sales.The last week was just plain HOT. Bob

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next