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 226.05

+1.3%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Math Junkie who wrote (24159)	9/11/1998 5:12:00 PM
From: 16yearcycle	Read Replies (1) of 70976

Just some things to ponder. Perhaps we can all agree that the business bottom is within 18 months, and try to narrow it from there. And perhaps we can also agree that the stocks will tend to react 3 months or more before the business bottom. Then, we might even agree that the turn will be sudden and unexpected. Yet, it still makes sense to me that it requires an Asian recovery or stability. Then buying of semi's picks up very quickly, and equipment within just a couple months. Because of the long down period, by then, the buying is sustained. Huge daily percentage leaps in stock prices. Does everyone see that Korea is doing better the last few months? When Japan comes out of their recession, lending stability to the weaker tigers, how long before a pick up in semi demand?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next