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: Katherine Derbyshire who wrote (42371)2/20/2001 12:51:19 PM
From: michael97123  Respond to of 70976
 
Katherine,
We are talking about the market though and what you say "could" be already factored in. Meanwhile, I dont believe consumer spending has fallen off a cliff here. American consumers tend to get back to consuming quite quickly. What I am concerned about is this media/pundit effect on investors who perhaps should be buying stocks in anticipation of the next upturn in business. And that media/pundit opinion has been particularly negative after the NT guidance. Mike



To: Katherine Derbyshire who wrote (42371)2/20/2001 2:17:25 PM
From: Jacob Snyder  Read Replies (2) | Respond to of 70976
 
Intel to cut "discretionary spending" by 30%. Capex is in that category, right? And if Intel now is going to cut back, then the hope fades that technology buys won't fall off the cliff like capacity buys have. They are the leader that many other semis will follow. We need to see whether the capex number at Intel is going to change.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News