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 235.24

+4.5%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: davesd who wrote (23842)	9/5/1998 7:46:00 PM
From: Big Bucks	Read Replies (1) of 70976

DAVE, WELCOME BACK!!!!!!! Were you in a coma or something. I attempted to solicit a response from you about 2 months ago but your last post was sometime in April if I recall. In a nut shell: Industry sucks, outlook sucks, excess capacity will take 12-18 months before demand catches up with production capacity. NO NEW FABS announced, Starting to see chip fab closures especially in DRAM, Nothing overly positive going forward for at least a year. 300mm on hold for 2-3 years. Starting to see signs of consolidation in the chip business, Micron bought/financed TI's Dram biz. Layoffs in the semi-equip industry, AMAT just axed 2000 last week on weak sales/growth expectations. Much more. Get some money together, Should be like shooting fish in a barrel within 1-2 months. Our prognostications of Aug/Sept/Oct/Nov of '97 concerning the state of the industry and semi's are all coming true!! Imagine that!! Regards, BB

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next