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: Proud_Infidel who wrote (33497)	12/16/1999 12:21:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

Brian, Edelstone (MSDW) also raised his estimated growth rate for the chip sector to 25-30% and he expects revenues to double within 2-3 years. Sounds like they're going to need a "chunk" more equipment to meet that incremental demand. Ian.

To: Proud_Infidel who wrote (33497)	12/17/1999 1:56:00 AM
From: Jeffrey D	Respond to of 70976

Brian:<<Reason for the sudden enthusiasm?>> Another reason. From Business Week on-line. Yes, AMAT now included in articles on Internet stock plays. Life is good! Jeff << Business Week: December 27, 1999 Where to Invest -- Strategies for Stocks: The Internet Halfway into the Net ``Non-dot.coms' are a less risky way to bet on the Web "...... Another stock set to benefit from the Net's expansion is Applied Materials, which makes machines that produce semiconductors. ``There's a need for more chip capacity because of the new wave of digital products. And every time you move to a new generation of chips, you need new machines,' says Andrew Cupps, who manages the Strong Enterprise Fund." >>

To: Proud_Infidel who wrote (33497)	12/17/1999 2:09:00 AM
From: Jeffrey D	Respond to of 70976

More enthusiasm. Jeff << BRIEFING - ASIA INFORMATION TECHNOLOGY - DEC 17, 1999 -------------------------------------------------------------------------------- Story Filed: Friday, December 17, 1999 1:27 AM EST .....S KOREA'S SAMSUNG TO INVEST IN ALL SEMICONDUCTOR FIELDS SEOUL - Samsung Electronics (KSE: 05930) says it will aggressively invest in all semiconductor fields including memory, non-memory and liquid crystal display (LCD). Samsung will invest $1.8 billion to make its tenth production line in the second semiconductor manufacturing base in Kiheung, Kyonggi province, by September next year. It will start producing 128MB and 256MB semiconductors as well as Rambus random access memory chips by the end of next year. (C) 1999 Asia Pulse Pte Ltd