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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: pompsander who wrote (35557)6/26/2000 11:33:00 AM
From: Tony Viola  Read Replies (2) | Respond to of 70976
 
pomps, OK, AMAT "potential" price noted. I have far less concern about the cycle being anywhere near the end, than I do over the overall market. Of course, if too many semi companies go wild building too many fabs, it could happen again. But, the signs are pretty clear that chip demand, in all segments, is way, way up there at least through next year. And, the world-wide Internet explosion could soften the next down cycle somewhat.

Tony


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