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: michael97123 who wrote (57197)	12/11/2001 5:02:17 PM
From: advocatedevil	Respond to of 70976

RE: "By the way, does anyone think TSM reported buy from amat is important?" The previous reports out of TSM were already positive for AMAT. I don't believe a possible $100 million order out of them is all that important. After all, Applied is certainly going to get an order here and there. Who knows when the order might ship? It could easily be a year away like the China order and subject to reschedule or cancellation if things stall out. It's going to help the BTB however, and that's important. AdvocateDevil