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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Math Junkie who wrote (35)	10/23/2001 2:32:34 PM
From: Proud_Infidel	Respond to of 25522

I do not believe the "bubble" in the semi sector was as big as most people thought, or still think. Message 16543220 ""If it weren't for the recent terrorist attacks in the US, we would probably be announcing a recovery for the industry right now," said Jason Chen (³¯«T¸t), head of Intel's Asia Pacific operations, during an interview at the Intel Developer Forum in Taipei. He also said that demand for the flash-memory chips used in mobile phones was also on the rise. Demand for Pentium4s and 845 chipsets, a component that allows the use of SDRAM memory chips instead of the more expensive Rambus memory, have been so brisk that the company will have trouble meeting its orders over the next few months, the executive said. He expects bottlenecks throughout the fourth quarter."