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 223.15

-2.4%

12:21 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Skeeter Bug who wrote (29732)	4/27/1999 10:49:00 PM
From: Stefan	Read Replies (2) of 70976

Skeeter my take on the strength of the chip related stock is based on comparison to the last recovery. Most people tend to think that the recovery will be as strong if not stronger than last time. One thing is wrong with this line of thought is that the last recovery was precipitated by a killer app. the Internet. I don't see a similar application on the horizon and thus don't see a strong recovery. There is no question that Internet will grow but not at the pace it set at the beginning. There will have to be a new "have to have" application to rally a strong recovery in the chip sector. Once enough people realize that this recovery is a sleeper stocks will go back to rational level. For now we are still dreaming but the dreams are less rosy.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next