SI
SI
discoversearch

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 232.53+3.8%3:21 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: etchmeister who wrote (14688)4/28/2005 4:46:11 PM
From: etchmeister  Read Replies (1) of 25522
 
18.4 would almost look too good in particular putting it in perspective to the most recent IC inventory data;
neither rates nor energy seem to have an impact on IC sales (at least up to now and on a global base).
Self inflicted inventory build up (though relatively mild) while chip makers hitting the capex brakes very early:
look for yourself
home.comcast.net
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News