Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Lone Star who wrote (39768)	11/16/2000 4:06:36 PM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Intel has said they'll ramp the P4 faster, using fab space that had been planned for PIII and Celeron. Kind of an admitted PC slowdown (albeit a mild one, still agreeing with IDC's mid - upper teens PC growth next year), but no pushout or cancellation AFAIK. Anybody catch Morgan on CNBC today? I saw a bit of it and then their cable connection to Si Valley crashed. Mark Haines said "I hope it wasn't one of Morgan's chips". As if AMAT sold any chips. Haines is good with Morgan, though. TV

To: Lone Star who wrote (39768)	11/16/2000 4:11:09 PM
From: scott_jiminez	Respond to of 70976

All it will take is just one chip maker to announce a fab pushout or any equipment cancellations to surface and then we will finally hit bottom. Clearly you havn't been paying attention. K-L-I-C. Like kidney stones, the 'gut feeling' for Klic has already passed.

To: Lone Star who wrote (39768)	11/16/2000 5:15:11 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 70976

re: All it will take is just one chip maker to announce a fab pushout or any equipment cancellations to surface and then we will finally hit bottom. Umm.......didn't Intel have a fab pushout recently? (they didn't call it that, but that's what it was). And the back-end companies have been having equipment cancellations. And AMAT (in the CC) didn't exactly reassure the market about demand for semi-equip in 2001. If I was going to do anything in AMAT soon (I'm not), I'd buy (the stock, not LEAPs) at 40, and sell at 50, trading the range. When we break out of that range, the odds are even, whether we break up or down. Since I'm as confused as the analysts, I'll just keep on doing nothing.