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: Gottfried who wrote (56593)	11/29/2001 9:40:06 PM
From: StanX Long	Respond to of 70976

I hope so. Good Luck Stan

To: Gottfried who wrote (56593)	11/30/2001 6:33:47 AM
From: trilobyte	Read Replies (2) \| Respond to of 70976

May I ask why many here don't seem interested in playing a recovery in the chip sector first, before turning to semi-equip stocks? There are some obvious pockets of strengths (DVD and FPM spaces, e.g., ESST, ZRAN, GNSS) there. After all, semi-equip stocks aren't very cheap now if one is to assume (as traditionally happens) that recovery in that sector will lag the recovery in the semi sector which hasn't recovered yet fully (although INTC's recent comments were quite encouraging). Just wondering out loud since many were buying AMAT AH following NVLS crappy news. Trilobyte