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: michael97123 who wrote (42180)	2/14/2001 11:23:28 AM
From: Fred Levine	Respond to of 70976

The bad news is out, and, barring a world-wide economic collapse, there should be more positive than negative news. Migration is beginning to both 300 mm and to copper. Once Intel gave a big order, others have little choice but to upgrade also. If they don't, their per unit costs will be higher and they will not have the latest technology, which will make them less competitive. I still think that the major issues is whether AMAT will gain market share. NVLS has extremely good technology. Given new uses for chips, I don't see us going back to the vacume tube. In addition, according to Greenspan, we are not in a recession, but in a fearful environment.Consumer confidence is central, and is low. We need time for restoration of confidence.. fred

To: michael97123 who wrote (42180)	2/14/2001 11:44:12 AM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

kIND OF HARD TO GET PSYCHED FOR THE eAST cOAST TEAMS, oops, cap locks were on, this early. We'll see if the Sox have achieved "critical mass" (sound like a Brinker-bot). So AMAT is up very nicely even though they talked the next quarter (or 2?) down. Model for the way to handle it for other high techs until the economy rights itself? Tony