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


To: FJB who wrote (35606)7/5/2000 3:41:33 PM
From: w0z  Read Replies (1) | Respond to of 70976
 
"Salomon Smith Barney analyst Jonathan Joseph"...another overpaid and underbrained analyst trying to make a name for himself? Time will tell but my money is betting that he will follow the footsteps of Rick Whittington, Tom Kurlak, etc. For someone I never heard of he sure created a stampede!



To: FJB who wrote (35606)7/5/2000 4:06:19 PM
From: Math Junkie  Respond to of 70976
 
Interesting article.

That bit about tantalum capacitors was kind of strange. The only instance I've seen of them catching fire was when one was installed incorrectly (reverse polarized) and jumped off the circuit board in flames. Calling them "a part used in memory chips" is kind of strange, too.



To: FJB who wrote (35606)7/5/2000 5:07:17 PM
From: Proud_Infidel  Read Replies (2) | Respond to of 70976
 
14:59 ET Chip Sector : Merrill Lynch does not expect new fab spending to result in meaningful output growth before the 2nd-half of 2001; believes seasonal uptick in demand later this year could cause supplies to tighten further, leading to upward revisions in the chip sector and acting as an impetus for a rally... Philadelphia Semi. Index (SOX) is trading 8.6% lower on the session, after Salomon Smith Barney cuts chip sector from OUTPERFORM to NEUTRAL.