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 330.48

+2.4%

Feb 9 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: akidron who wrote (16816)	3/1/1998 1:52:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

Aki, I do think that we are the benefactors of market exhuberance and mutual fund inflows to a certain extent. Read: AMAT is not the bargain it was in '96 at 1X revs. Having said that, this is not '96 revisited. This is a temporary slowdown with a large latent demand for equipment bsing delayed because of uncertainties over SEA. Many semis have come out and said this. Given that this is not a end user demad problem, once capital can be acquired by Korea, IMO they will put it to use in the semis. They too have already come out and said this. Given that there is not an end user demand problem like in '96 and the fact that there is much equipment to be upgraded, in no way would I compare this current downturn to the one of '96. I have already given an analogy of what I perceive the situation to be: its like an 8.0 earthquake followed by a MUCH smaller aftershock. IMHO, we are currently experiencing the aftershock. Brian

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next