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: advocatedevil who wrote (54184)	10/16/2001 8:22:22 AM
From: orkrious	Read Replies (1) \| Respond to of 70976

I haven't heard them reaffirm their $7.5 billion 2001 capex spending plans in weeks! lol, they'll be reaffirming that on Dec 15.

To: advocatedevil who wrote (54184)	10/16/2001 10:52:04 AM
From: Gottfried	Respond to of 70976

AD, re >I haven't heard them reaffirm their $7.5 billion 2001 capex spending plans in weeks! <g>< LOL! They'll be asked about 2002 capex and won't give a number. Everyone knows that, but they'll ask anyway.:) G.

To: advocatedevil who wrote (54184)	10/16/2001 2:14:23 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 70976

ST trading: Well, I thought about it, and I'm still undecided, so I did nothing. It is encouraging that, on a day when the news is full of anthrax bioterrorism and bombings, and after the NVLS news (which was an unpleasant surprise to me), the semiequips are basically flat, holding well off their lows. With each passing week, I get more reluctant to sell anything I have a gain on. Best to push the cap gains into next year. More and more, 9/17-10/5 is looking like a bottom, at least an intermediate bottom. All my portfolio, especially EMC and QCOM, acting stronger than I thought it would, the last couple of weeks. So, my ST plan is to do nothing, and fret. Leaving sell orders for incremental lots: AMAT at 40 QCOM at 65 EMC at 16 May buy more CCL if it revisits 18, nothing else close to my buy-prices.