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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Jacob Snyder who wrote (43584)3/12/2001 4:01:15 PM
From: Shoibal Datta  Respond to of 70976
 
Jacob, I agree with the semi strength being denial. Just amazing. Thestreet.com has an interesting look at the relative historical valuations of the SOX and ALTR that makes for some reflective reading.



To: Jacob Snyder who wrote (43584)3/12/2001 4:47:09 PM
From: FJB  Respond to of 70976
 
TSMC may delay tool move-in at Fab 14
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