Don't Blame Me, I Voted For Kerry 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 : Don't Blame Me, I Voted For Kerry

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Lizzie Tudor who wrote (30814)	6/14/2004 2:24:08 PM
From: ChinuSFO	Read Replies (1) of 81568

I know that some tech companies just saw an explosion of orders last week. Yes I know that and I heard that too. BUt it is too early for that level of optimism. To me it starts with Applied Materials, Novellus, KLA instruments etc. They didn't get the spurt in bookings. There is no new technology, (hardware, software or networking) in sight for that to happen. Microsoft's 2003 products are a rehash. Intel still continues with the 12 mm manufacturing and CISCO is struggling with WI-Fi standards and technology, not to mention optical. My two cents. Hopefully you will consider this an informed opinion of mine and not a "lie" that some people whom I had to boot from this thread rhetorically kept up. And off course I fully well know youare someone who forms informed opinions also.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next