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 223.95

+1.7%

Nov 21 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Teri Skogerboe who wrote (17932)	3/20/1998 12:31:00 AM
From: David Rosenthal	Read Replies (1) of 70976

To all, I have followed most of your posts for a couple of years and everyone seems uncharacteristically testy right now. In 1996 the prevailing sentiment was despair and last year (pre-October) AMAT was King. I can't remember seeing so much push-pull on this thread. I guess everyone, short-term, long-term, bulls and bears alike, is uncertain. One more piece of the puzzle: JBIL, which does contract assembly and Arrow Electronics, which supplies electronic components, have both announced revenue slow-downs this week. I have been trying to put this information in with everything else that is going on. I have a hard time connecting this with the usual Asian explanation. It may be due to short-term inventory corrections, longer-term slowing in demand or ... Does anyone have ideas of what other information to look for to help clarify. Dave

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next