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.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (9277)	1/17/2001 12:02:55 PM
From: Ian@SI	Respond to of 10921

Who ARE these Einsteins anyway? Everyone but me. ... or so it frequently seems. Ian.

To: Gottfried who wrote (9277)	1/17/2001 7:43:43 PM
From: Math Junkie	Respond to of 10921

Yes, I wish the $treet wouldn't look 12 months ahead one time - 6 months another. Who ARE these Einsteins anyway?<G> It took more than a year from the first Fed rate hike until the first signs that economic growth was moderating. It's always the case that semi capex responds later than the rest of the economy. When you have such long time lags built into the system, is it any wonder that the time frame is so imprecise?

To: Gottfried who wrote (9277)	1/17/2001 8:56:08 PM
From: Zeev Hed	Read Replies (3) \| Respond to of 10921

Gottfried, a lot of Semi equip have put in "gravestone doji"s today (namely opening and closing near the same level after an excursion to much higher prices). Since those "higher prices" where often at major overhead resistance area (AMAT at around $50, NVLS at around $49, CYMI around $35 VECO around the $60 to $62 area (ir got a little higher, but also receded). Did any one hear of AMD's intentions on CAPEX? Last Q they had only about $266 MM in capex, but I could not see there what their intentions were on Capex for next year. Zeev