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

To: James Calladine who wrote (52421)	9/18/2001 11:07:43 AM
From: Jerome	Read Replies (2) \| Respond to of 70976

That Biggs guy from MSDW on CNBC just announced that its time to buy the telecoms and networking stocks. I just wish he would do his own research instead of mouthing what he reads here on the AMAT thread. Everytime we announce which way things are likely to go, a day or so later it shows up on that program. Too many spies.... Regards, Jerome

To: James Calladine who wrote (52421)	9/18/2001 11:09:29 AM
From: Proud_Infidel	Respond to of 70976

Terrorist attacks and downturn could cause IC market to fall 34% in 2001, says IC Insights Semiconductor Business News (09/17/01 20:17 p.m. EST) SCOTTSDALE, Ariz.-- Continued weakness in the IC sector, compounded by last week's terrorist attacks in the United States, could cause the worldwide chip market to decline by 34% in 2001 over 2000, according to a new forecast from IC Insights Inc. here today. Recently, IC Insights forecasted a 26% drop in worldwide chip revenues from 2000, which would be a steeper drop than 17% in 1985--until now, the worst year ever for the chip industry. Now, it appears the market could go from bad to worse. In early September, the U.S. economy and worldwide IC industry were set to recovery, according to IC Insights. RF Micro Devices, Analog Devices, TSMC, National, Fairchild,Cypress, Anadigics, Motorola, and others were talking that the market would hit the "bottom" in the third quarter of 2001. Moreover, most of these companies had positive outlooks for the fourth quarter of 2001. But last week's events "now make the U.S. economic and worldwide IC industry outlooks much more uncertain," according to IC Insights. "With the IC product shipment problems that occurred during mid-September, IC Insights believes that the worldwide IC market in 3Q01 may decline as much as 15% from 2Q01 to $25 billion," the market research firm said. "If the 4Q01 IC market displays a 0-5% change from 3Q01, the full-year 2001/2000 IC market would register a 34 percent decline. Currently, this appears to be the most likely result for the IC industry this year," they added.

To: James Calladine who wrote (52421)	9/18/2001 11:25:32 AM
From: Sun Tzu	Read Replies (1) \| Respond to of 70976

Well put. I wonder, how many people think that Afghans would fall victim to the likes of bin Ladin if they were more educated and had jobs to go to during the day? The answer to that question should show the solution. ST