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: Fortinwit who wrote (27395)	12/23/1998 7:19:00 PM
From: Skeeter Bug	Read Replies (1) of 70976

fort, the WHOLE PC INDUSTRY, minus two players - apple and dell, aren't doing well. MOST of the direct market isn't doing well. MOST of the indirect model isn't doing well. MOST of the entire industry isn't doing well. this is a pc issue, not a direct model issue. as the hwp's lower prices 20% in the corporate market the dell's and the direct boys won't be able to hold their prices. they lower or they lose the business. 20% isn't chump change for a company struggling for a little bit of growth. btw, all this semi turn crap led to a 30 cent loss for mu excluding the tax gain. WOW! WHAT A BOOM! ;-) now, supply ramps and demand gets cramps. just wait, "inventory correction!"

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next