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


To: Demosthenes who wrote (36485)8/9/2000 9:32:53 PM
From: Joseph Beltran  Respond to of 70976
 
Demosthenes,

MONT has been heavy on the ASK side in AMAT, LRCX, and ASYT over the past three weeks or so. During that time Fitz has made several statements unequivocally proclaiming that the chip cycle was over. Do you suppose good ole Fitz and the boys at MONT have a hidden (or maybe not so hidden) agenda here?

regards



To: Demosthenes who wrote (36485)8/9/2000 9:37:49 PM
From: Mephisto  Read Replies (1) | Respond to of 70976
 
"Upstream concerns"? If this analyst understood AMAT, and the semi-industry, he would make sensible comments in plain English so that everyone would understand what he meant.