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To: Road Walker who wrote (106838)8/3/2000 11:01:06 AM
From: Tony Viola  Read Replies (2) | Respond to of 186894
 
>Worldwide Semiconductor Sales Reach Record High of $16.6 Billion in June 2000

Yeah, but you see, John, that's bad, because it shows that semis are peaking, and peaks are not good. What we need is for sales to start down, so we can look forward to the next boom.

If I ever wished I could reach through the TV and shake someone, it was with good ol' Maria B. this morning. I'm sure most of our readers here read the AMD thread also, but:

To: Rob S. who wrote (121644)
From: Tony Viola Thursday, Aug 3, 2000 10:34 AM ET
Reply # of 121658

Rob, somewhat OT>The fear and panic level should reach a point where the wolves will smell the blood in the streets pretty soon. Then you will see the carcasses picked clean
Pretty graphic. If you go back enough hundred year periods, that scene took place for real right on Wall Street.

Good ol' Maria Bartiromo, whom I can't help but like for some reason, said on CNBC today that Motorola's telling some of their chip vendors that they'd be moving orders out some, is probably proof that Jonathan Joseph was right. Sometimes I wonder if someone writes all her stuff, or if they let her say some things on her own. Calls 'em as I sees 'em and no resumption on yesterday's brain size by gender discussion intended. And they tried to call Frank Gifford just another pretty face.


Tony



To: Road Walker who wrote (106838)8/3/2000 12:19:59 PM
From: Paul Engel  Read Replies (2) | Respond to of 186894
 
John - Re: "Growth in Internet Infrastructure and Wireless Communications Fuels Demand for Semiconductors"

Maybe this is why Intel can't keep up with demand.

Paul