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 317.97

-2.8%

Jan 20 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Math Junkie who wrote (20751)	6/24/1998 5:17:00 PM
From: jtechkid	Read Replies (2) of 70976

LRCX NEWS-the key is they will meet the street but things are staying about the same. the key is management in semi's never come close to picking the downturn and come close when things pickup. i think the key is what is your valuation concern with each stock. i reaaly believe the worst the downcycle the better the upswing because capacity is being cut as we speak now as companies are laying off workers in lot higher pace then 1996. ANOTHER point. is their is really no competition with semi equip and guys like amat ,klac, with get stronger with dominant mkt share. WHEN HAVE YOU SEEN THE LAST IPO FROM THIS GROUP. the level of entry is just about impossible. it will be interesting to see what morgan says tomorrow.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next