SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Gottfried who wrote (38865)10/26/2000 6:16:57 PM
From: Proud_Infidel  Respond to of 70976
 
Interview with Sue Billat, my favorite semi analyst and one of the few who truly "gets it" IMHO

Oct 26, 2000 - 01:30 PM EDT

Robertson Stephens Analyst gives an in-depth review of the semiconductor equipment sector and reasons why this semi cycle is still very strong (AMAT) (CMOS) (MU) (NVLS) (RTEC)

radiowallstreet.com