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: Sun Tzu who wrote (51783)	9/9/2001 5:06:43 PM
From: advocatedevil	Read Replies (1) \| Respond to of 70976

Sun Tzu, Thanks for the Barron's quotes. At the end of the paragraph that discusses AMAT, it reads: "[For a more favorable view of Applied Materials, see Follow-Up.]" Anything worth mentioning there? AdvocateDevil

To: Sun Tzu who wrote (51783)	9/9/2001 7:13:32 PM
From: Tito L. Nisperos Jr.	Read Replies (1) \| Respond to of 70976

RE " ... I understand that you aren't a big fan of Applied Materials? Wick: True. I base my opinion on valuation and also on the fact that Applied Materials, and all the other semiconductor-equipment companies, are really at the bottom of the food chain." Wick is correct to echo what happened in the past --- when the Computer Chip was the only game in town. DELL and CPQ used to rebound first, followed by INTC and MU, then 3 to 6 months later AMAT & CO. ... But for the past 2 years or so things changed. There appeared so many different kinds of Chips that captured the attention of Investors in Hi-tech. Not only in Computers anymore. INTC used to decline about 40% only each Bear market and AMAT about 60% or more. In this latest Bear, we saw INTC declined more than 70% --- even worse than AMAT did. For comparisons here is a site. Compare AMAT to INTC, DELL and others using 2 year and 5 year time frames: --- finance.yahoo.com