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

To: Gottfried who wrote (36014)	7/24/2000 6:54:48 PM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Gottfried, >You probably mean the increases of SEMI equipment orders are not over. I agree with that. But price increases of the stocks, that's another matter. EVERYONE must know by now that these stock prices are cyclical and just maybe enough investors think "this time I'll get out early". Certainly. But if the cycle has two or more years left in it, shouldn't stocks in the sector trade according to their growth rate, P/E, etc. for a while longer? Two years is a long time in the stock market. "Smart money" getting out now may be judged later to be dumb. Tony

To: Gottfried who wrote (36014)	7/24/2000 9:55:28 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

semibiznews.com TI ups capital spending to $2.8 billion in 2000; Q2 sales reach $2.8 billion Semiconductor Business News (07/24/00, 07:00:32 PM EDT) DALLAS--Texas Instruments Inc. has nudged up its capital spending plans to $2.8 billion this year from a previous target of $2.5 billion as the company attempts to increase its production capacity for analog ICs. TI announced the increase in capital spending today while posting second-quarter net income of $1.28 billion--including gains on the sale of Micron Technology Inc. stock--and revenues of $2.84 billion in the period, ended June 30. Looking ahead, TI predicted that revenue growth would accelerate in current third quarter as demand for analog and digital signal processing products increase in a range of communications applications. TI also said its hard-disk drive revenues are now expected to resume sequential growth in the third quarter after declining for nearly a year. ...