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: Sam Citron who wrote (43740)	3/14/2001 1:48:30 PM
From: Shoibal Datta	Read Replies (1) \| Respond to of 70976

Let's now consider the flip side for a stock holder long a semi equipment stock that has been nicely cushioned by the 7.5B number (I do think that the entire sector has been quite strong since the announcement of that number earlier this year). 1) Does this bullish posturing create more down side risk for the stock holder should the 7.5B number diminish? 2)Does it also not dissuade AMD from spending on Capex? Also, in the grand scheme of things, 7.5 B represents about 15% of the total spent on front-end equipment (this from a knowledgeable friend, although I will need to re-check it).