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: Xpiderman who wrote (31846)	8/11/1999 1:33:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Xy, re >>Is this SEMI booking what the ANALyst talking about?<< I wish I knew. If it is, he's been sloppy. We all know that SEMI numbers will be revised and are frozen only after two possible revisions. According to your chart, there have been slight pullbacks in bookings in previous cycles as well. Gottfried

To: Xpiderman who wrote (31846)	8/11/1999 7:53:00 PM
From: Math Junkie	Read Replies (1) \| Respond to of 70976

<<Is this SEMI booking what the Needham ANALyst talking about? geocities.com >> Must be - that's the only bookings slowdown I've heard of. If so, I think they're over-reacting. With the continued strength in end-user demand, as well as the numerous news items about fabs running at full capacity, it's certainly hard to see how the slight drop in June's number could be anything other than temporary, and considering that it was a preliminary number, it may even turn out not to be real. Also, I note that in the graph you linked, there were two similar kinks in the curve before it went on to the last peak, and this time we don't have an Asian melt-down to contend with. In the interests of full disclosure, I should mention that I have cut back my equity holdings to about 50% of my portfolio. However, it's not due to any expectations of weakness in the semiconductor equipment industry. It's just that my personal circumstances dictate a lower risk profile than what I used to have.