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

To: Proud_Infidel who wrote (35643)	7/7/2000 10:40:44 AM
From: Tony Viola	Read Replies (3) \| Respond to of 70976

Brian, from that article quoting TSMC Chairman Morris Chang: TSMC Chairman Morris Chang said Salomon Smith Barney's decision to downgrade the entire semiconductor sector, which caused a sharp fall in U.S. chip shares on Wednesday, was based on weak evidence. ``Put simply, I completely disagree with this point of view,'' Chang told a news conference. ``He (Salomon analyst Jonathan Joseph) talks about capital equipment growth rates and I don't think this is a very good correlation,'' Chang said. ``He also talks about shortages of passive capacitors and that has nothing to do with semiconductors.'' How could you put it simpler than that? What do supply of capacitors have to do with semiconductors' supply and demand? Like taking evidence of a change in corn futures and applying it to soybeans, or something. Wow, good thing I don't fool around with those commodities! Tony