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

To: advocatedevil who wrote (57738)	12/19/2001 1:02:46 AM
From: advocatedevil	Respond to of 70976

It isn't looking good for a stimulus package: "U.S. House Republicans said they planned to bring their own revised economic stimulus package to the floor for a vote on Wednesday, dashing hopes for a bipartisan plan that could win passage by both the Republican-led House and Democratic-controlled Senate." complete article at: biz.yahoo.com AdvocateDevil

To: advocatedevil who wrote (57738)	12/19/2001 2:04:43 AM
From: Jacob Snyder	Read Replies (3) \| Respond to of 70976

That's one of the classic signs that a bottom is in for semi-equips: when semis in commodity markets can't stand the pain any longer, and exit that market. The only thing lacking, from this "bottoming" sign, was that Toshiba was able to find a buyer. So, maybe we need to wait until semis can't find any buyers for their fabs, and they just have to close them down, write it off, and walk away. I wonder if Toshiba got paid in MU (stock), like TI did in 1998. That turned out OK for TI.