SI
SI
discoversearch

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 271.30+1.6%2:03 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Ian@SI who wrote (23934)9/8/1998 6:06:00 PM
From: Proud_Infidel  Read Replies (1) of 70976
 
Ian,

Again, I agree in theory. However, barring a protracted downturn(even worse than is currently in the cards), I don't think many equips will need to worry. This sector is one of the best capitalized with incredible balance sheets given the current market envionment. That is not to say there wil not be cos. in need of a marriage partner, but IMO it will be a small number.

BK
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext