SI
SI
discoversearch

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: Mephisto who wrote (34797)4/13/2000 8:50:00 PM
From: Gottfried  Read Replies (3) | Respond to of 70976
 
Mephisto, I'm hanging in there [KLIC, not AMAT] and am
strangely unconcerned. The semi equips got the fundamentals,
if you believe the E projections. WW semiconductor
shipments down a tad for Feb [last available data], so let's
watch that [affects semi equip orders]. geocities.com

But what do I know?

Gottfried
PS: many tech stocks DESERVED their hair cuts.
Semi equips didn't.