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 261.32

+0.9%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: akidron who wrote (18725)	4/12/1998 1:09:00 PM
From: davesd	Read Replies (3) of 70976

Been a long time since I posted.....unfortunately, this post is going to be a revisit of my past posts....All I have heard is that FABs are spending less this year than last year, there is a glut in every chip area.....The news of INTC cutting the KLIC order is significant...I'm sure AMAT and others will feel that pain too. DRAM prices are slipping faster than normal....there is still a glut in the industry with no end in sight....SO can anyone give me any fundamental reason why I should add to my "momentum" AMAT position?? dave

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next