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 318.72

-2.0%

Jan 22 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Big Bucks who wrote (10907)	11/13/1997 10:37:00 AM
From: akidron	Read Replies (1) of 70976

big bucks you are making a supozition a fact... there are many reasons why there might not be a slowdown at all. I have detailed these in previous posts, but they include european expansion now, and the fact that a great % of fabs construction in developing nations is now subsidized in some way by govenment.... it beliving that this are strategically essential to economic growth. Everything that I have seen posted to this thread with regards to europe including posts by dave dhillon shows the european expansion very much in place. European growth will also to some extent strengthen SEA demand, because they will not allow themselves to lose market share or become technologically 2nd class. by the way I am not saying that the trouble in SEA is insignificant or should be treated lightly.... it was worry about SEA that caused me to set stop losses and sell at 100, and it was the the cavilier attitude with which the problem was being treated on this thread that prompted me to pony up my $75 so I might warn that things that go up do also come down.... but there is no real evidence a this point that thev AMAT story is seriously threatened, just a lot of fear and hype. My guess is still that this is not 95 and AMAT will grow revenues and have positive BB through next year. Also my understanding was that intel had aquired all alpha production in the settlement... is that wrong!!!

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next