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: Lone Star who wrote (33966)	2/1/2000 3:24:00 PM
From: kdavy	Respond to of 70976

This just from cbsmarketwatch headlines. 15:14 [NVLS] NOVELLUS DOESN'T EXPECT TO BE AT 58% YEAR-OVER-YEAR GROWTH MARGIN BY YEAR END 15:13 [NVLS] NOVELLUS EXPECTS MARGINS TO IMPROVE IN 2000 15:13 [NVLS] NOVELLUS EXPECTS TO MAINTAIN 15% YEAR-OVER-YEAR GROWTH IN EPS AND REVENUE

To: Lone Star who wrote (33966)	2/1/2000 3:30:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

I can see the cycles going on for DRAM, but not so sure for everything else semi. Or is that too simple minded an assumption? One assumption, within my assumption is that non-DRAM companies don't excessively overbuild or dump, those sorts of things. Maybe a pollyanna assumption? I hope to not have to change my semi holdings, except possibly AMAT, FROM buy and hold status. I will certainly look to the sages of this thread for the signs of things possibly turning. There isn't a better one. Tony