Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (31156)	6/24/1999 10:29:00 PM
From: Katherine Derbyshire	Read Replies (4) \| Respond to of 70976

>>MU and AMD are company specific. AMD got it's butt kicked by INTC, MU by the Koreans.<< The risk for equipment companies, of course, is that the Koreans kicked MU's butt only by immolating themselves as well. A reasonable concern given past history. AMD blamed aggressive price cuts for many of their problems, too, which doesn't bode well for industry-wide ASPs. The AMD (lack of) manufacturing situation may actually be good news for AMAT: as process integration becomes more critical, more difficult, and more expensive, companies that can sell "unit processes" rather than just tools should do well. Though AMD's problems may be more spectacular than most, I can guarantee that no one is finding sub-0.25 micron production to be easy. >>Until June 30, 2:15PM, the market seems to react to anything including a change in the weather as if the world was coming to an end.<< Heat wave continues. Dump techs and buy electricity futures! (Disclaimer: The above is intended as humor, not as investment advice. If you've been following my misadventures on the TLAB thread you'll understand why I feel the disclaimer is necessary. Sigh...) Katherine