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

To: Tito L. Nisperos Jr. who wrote (49018)	7/16/2001 9:38:32 AM
From: Tito L. Nisperos Jr.	Read Replies (1) \| Respond to of 70976

When James Morgan Speaks, people like me Listens. Last week during a CNBC interview he mentioned about why and how New Chip Designs by Chip Makers gives additional work for Chip-Equipment makers to keep them busy in times of Good or Bad. StanX and Richard explained further to give us better understanding of the subject. As I was writing this, Morgan was re-affirming his view that most Chip makers have older Equipments that need to be Upgraded in order to meet New Chip designs. Yesterday, my favorite CEO gave another Gem: --- He said in an Interview on CBS MarketWatch with Renay San Miguel (formerly of CNBC) something like ... all the CEO of Chip Makers are going to do is sign the papers to Order equipments ... past experience tells us that when Orders Come they come All at the Same Time ... Now it's clear that Chip makers like Good Combatants are always aware of their opponents' moves. No wonder many Investor's are always caught Flatfooted because they rely on Paid Analysts who do not have Visibily on what the Chip/Chip-equip Guys are doing.