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 262.28

+0.6%

1:29 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Kumar Nathan who wrote (9833)	10/27/1997 10:42:00 PM
From: akidron	Read Replies (1) of 70976

kumer, if this continues amat will be affected big time. to pay amat for capital equipment fabs exchange local currency into $US or borrow local currency to exchange into $US. this is very much more expensive today than it was last week. that is a fact. no way will amat buy back shares under this circumstance because a) current expansion plans are capital inensive and b) they could well be faced with push outs that well negatively affect cash flow. the above does not mean that one should not be bullish because there are a host of competitive reasons why fabs would prefer not to delay capital spending, however they might have to, and that is something to keep in mind.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next