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


To: Proud_Infidel who wrote (36096)7/27/2000 9:23:25 PM
From: TimF  Read Replies (1) | Respond to of 70976
 
Even though the ground breaking on many fabs announced this year did not even take place yet, the cycle has peaked!?!?
Amazing.


I don't think it has peaked (or I would not have long positions in AMAT, NVLS, KLIC and AMD) but some people are starting to think so and my portfolio has taken a beating.

If I wasn't all ready fully invested the current prices out there would look tempting.

Tim