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


To: Ian@SI who wrote (36442)8/9/2000 5:36:49 PM
From: Ram Seetharaman  Read Replies (1) | Respond to of 70976
 
Morgan of AMAT - Expect a strong 2001 and a promising "whole decade ahead"!

Next quarter should be even better than this quarter!

Without any doubts AMAT is the bellwether of the semi/chip equip. makers!

Keep on AMAT!

Wow from me and friends at SI!



To: Ian@SI who wrote (36442)8/9/2000 5:38:26 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
Joe Bronson said they were somewhat capacity constrained.....one of the specific components he mentioned as being in short supply was capacitors.

Isn't that what JJ at SSB said was in oversupply?

LOL