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 341.36

+1.3%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ramsey Su who wrote (22643)	8/7/1998 11:14:00 AM
From: Proud_Infidel	Read Replies (2) of 70976

Ramsey, Rethe likes of Morgan is that they based their projections too much within the industry while ignoring global economic issue Are you serious? They are in contact with their customers more frequently during times like these. I think they are fully cognizant of the global economic issues facing them. Chips must be produced if demand is there. AMAT makes equipment which by and large cannot be bought from Japanese suppliers. Either they come up with the $$ or a competitor is a benefactor of their market share. Too much time is spent wringing your hands over where the Yen will be a year from now. Buy the Big 4(INTC, MSFT, AMAT, CSCO) during time of weakness and close your eyes. BK

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next