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 228.68

+1.2%

Nov 17 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: C_Johnson who wrote (22222)	7/28/1998 10:46:00 PM
From: Cynic 2005	Read Replies (1) of 70976

Carl, I have book-marked you since I first saw your note on the Micron Only thread two years ago. Never mind what some people, who can't add 2+2, say about your calls. To me and to most people who learned enough to know a couple of months don't make a trend or make a sound fundamental analysis wrong. I would say, without any ambiguity, that your call on semiconductor business has been the most accurate one I have followed. I, like Mike Burke, share many of your concerns on macro economic picture in general and semi-conductor biz in particular. Not that I know as much about the industry as you do - but I at least don't have my head stuck in the sand. When this thread was going berserk with speculation that semiconductor equipment stocks will command the premium of the likes of Microsoft and Intel, I was having a completely different view which is not much different from yours. #reply-2516886 BTW, do you have an opinion on the mask equipment makers (ETEC)? Thanks. -Mohan

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next