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: Henry D who wrote (48178)6/19/2001 1:30:20 PM
From: Cary Salsberg  Read Replies (2) | Respond to of 70976
 
Henry,

I will say this a nicely as I can.

Your post indicates you do not understand BTB and the current semi-equip situation. My estimate was bearish, not bullish! You are probably not alone, so you have an opportunity to learn and move ahead of the crowd.



To: Henry D who wrote (48178)6/19/2001 2:17:07 PM
From: vampire  Read Replies (2) | Respond to of 70976
 
Message 15961695

that is why a higher b to b may not be so good after all - depends on why it's up