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: Tito L. Nisperos Jr. who wrote (51804)	9/10/2001 1:51:37 AM
From: Pink Minion	Respond to of 70976

My point was that because Chips are not just for PCs anymore The percentage of semiconductors used for PCs is still something like 60-70% down from 80%. Anybody know the exact figures?

To: Tito L. Nisperos Jr. who wrote (51804)	9/10/2001 8:16:28 AM
From: Sun Tzu	Read Replies (2) \| Respond to of 70976

I understand your point...we are mostly in agreement on the fundamentals. The issue is timing and valuation. I don't think Wick is right in his 2 year estimate. I think 2-6 months is the most that is left towards the bottom. As I pointed out in an earlier post, I expect the recovery to be for DSP (read wireless) first and then for networking-telecom equipment, and then the rest. This morning a number of DSP/wireless Co's are upping their estimates. So I can't believe we are too far off the bottom. BTW, when I said NT is my rebound indicator, I was not talking about the stock. I meant that when I start hearing NT upping its estimates, then I believe the business has bottomed out. good luck, ST