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 249.89

+3.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ian@SI who wrote (30546)	5/24/1999 12:03:00 PM
From: Duker	Read Replies (1) of 70976

Perhaps, the only evidence that will satisfy some of the doubters is when the first 300mm wafer rolls off a production line at TSMC. LOL! The same can be said for the "sustainability" (searching for the word?) of this 5 month recovery in the WFE Sector! Eighteen months from now, these analysts will say that the recovery extended well into the year 2000! I just would expect this type of announcement to be Press Release Worthy (either Vanguard or TSM). ... If we get the 300mm leg beneath us ... we could really be looking at something significant, IMHO. --Duker

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next