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

To: Gottfried who wrote (47508)	6/1/2001 11:07:07 AM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

Taken off the INTC thread: 08:03 ET Robbie on Semis : Robertson Stephens says that motherboard demand is stabilizing after a freefall in early May and that order rates for AMD (AMD) and Intel (INTC) processors have picked up over the last week or two. Robbie notes, however, that DRAM pricing continues to freefall with bellwether 128M SDRAM hitting new lows daily over the last couple weeks.

To: Gottfried who wrote (47508)	6/1/2001 8:31:23 PM
From: Big Bucks	Read Replies (2) \| Respond to of 70976

Gottfried, Great articles, I agree 100%. I expect Dan Niles to administer the "coup d'grace" (sp) with some downgrades soon. If he does it will finally hasten the bottom, IMO. The patient is bleeding in many places, bandaids won't stop the bleeding, and the healing and new growth can't start until the bleeding stops....BB

To: Gottfried who wrote (47508)	6/1/2001 10:05:23 PM
From: Jerome	Read Replies (1) \| Respond to of 70976

Gottfried....the reporting style for the past month has been emphasize the bad news. If you look at two reports that came out yesterday..NVLS and FLEX... it becomes obvious that Briefing and a few of the newswires tied to put a very negative spin on these mid quarter reports. But after some period of time the spin has to change, or investors just tune them out. Noah on the 39th day of the flood told the crew and the animals things were looking a whole lot better. They were tired of hearing the same old spin, and would not listen any more. We are on the same Ark today. Regards, Jerome