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

To: Shoibal Datta who wrote (43991)3/19/2001 8:03:51 PM
From: Gottfried  Read Replies (2) | Respond to of 70976
 
SD, >they couldn't possibly have known that the news was going to get this bad.<

I'm sure the big money knows about semiconductor equipment cycles and expected orders/shipments/btb to turn down, form a V, and go back up. Maybe that's why KLAC's warning had little effect on stock prices after hours.

Gottfried
for easy reference geocities.com



To: Shoibal Datta who wrote (43991)3/19/2001 8:22:46 PM
From: advocatedevil  Respond to of 70976
 
RE: "...it's simply a case of who blinks first and starts the next selling cascade."

SD, exactly. That's what I'm thinking might happen. Although I'm expecting warnings from Microsoft and IBM, as well as Lam and Applied, the way it's going, they might all have to warn on the same day to cause these stone-faced fund managers to even squint!

AdvocateDevil


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