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: Paul V. who wrote (58874)	1/16/2002 1:51:45 AM
From: Tito L. Nisperos Jr.	Read Replies (1) \| Respond to of 70976

Paul V, Yes, when James Morgan talks, the better players listen. INTC, during the last game took things for granted and found its rival tougher to beat. Now it learned its lesson and saw to it that it's better Equipped to face the competition during this new game to be played.

To: Paul V. who wrote (58874)	1/16/2002 8:26:45 AM
From: Katherine Derbyshire	Read Replies (2) \| Respond to of 70976

>>INTC can produce more current state of the art equipment to make chips at a lower cost. IMO, this will require other chip makers to update their equipment to keep up. << Not everyone wants to compete with Intel. There are plenty of markets in which they have no position at all. Not everyone can compete with Intel. More advanced processes require more metrology, more advanced yield management, and better process engineers, none of which is free. Katherine

To: Paul V. who wrote (58874)	1/16/2002 11:22:27 AM
From: willcousa	Respond to of 70976

How many other chip makers can afford to match intel? As fabs become more and more expensive they will run others out of the market.

To: Paul V. who wrote (58874)	1/16/2002 11:36:40 AM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Tito, Gottfried and threaders, Following is the previous weeks sector, market DW data for your review. Note, that the market still is overvalued with no sector below the 30 percentile (buy range) and numerous sectors in the over bought (70 percentile) range. Also, note, the number of sector above the 50% mean. Paul Changes Changes Changes Changes Changes Changes Changes 12/11/01 12/18/01 12/26/01 12/31/01 1/4/02 1/11/02 1/15/02 10week 65 10week 66 10week 68 10week 72 10week 76 10week 76 10week 67 30nyse 45 30nyse 48 30nyse 51 30nyse 55 30nyse 61 30nyse 61 30nyse 59 30OTC 49 30OTC 51 30OTC 52 30OTC 58 30OTC 61 30OTC 61 30OTC 59 bpaero 48 bpaero 50 bpaero 55 bpaero 68 bpaero 59 bpaero 59 bpaero 61 bpauto 67 bpauto 63 bpauto 63 bpauto 69 bpauto 70 bpauto 70 bpauto 66 bpbank 66 bpbank 66 bpbank 68 bpbank 61 bpbank 70 bpbank 71 bpbank 72 bpbiom 57 bpbiom 57 bpbiom 59 bpbiom 72 bpbiom 56 bpbiom 56 bpbiom 53 bpbuil 64 bpbuil 68 bpbuil 71 bpbuil 72 bpbuil 72 bpbuil 71 bpbuil 70 bpbusi 56 bpbusi 57 bpbusi 60 bpbusi 60 bpbusi 62 bpbusi 62 bpbusi 64 bpchem 58 bpchem 60 bpchem 60 bpchem 60 bpchem 60 bpchem 61 bpchem 55 BPCOMP 59 BPCOMP 57 BPCOMP 54 BPCOMP 55 BPCOMP 58 BPCOMP 60 BPCOMP 58 bpdrug 50 bpdrug 51 bpdrug 53 bpdrug 54 bpdrug 57 bpdrug 59 bpdrug 54 bpelec 55 bpelec 53 bpelec 51 bpelec 53 bpelec 57 bpelec 58 bpelec 55 bpeuro bpeuro bpeuro bpeuro bpeuro bpeuro bpeuro bpeuti 44 bpeuti 45 bpeuti 48 bpeuti 48 bpeuti 49 bpeuti 49 bpeuti 50 bpfina 58 bpfina 59 bpfina 61 bpfina 62 bpfina 61 bpfina 60 bpfina 59 bpfood 64 bpfood 62 bpfood 64 bpfood 64 bpfood 64 bpfood 63 bpfood 63 bpfore 42 bpfore 46 bpfore 46 bpfore 46 bpfore 48 bpfore 48 bpfore 47 bpgame 62 bpgame 67 bpgame 65 bpgame 67 bpgame 66 bpgame 72 bpgame 70 bpguti 44 bpguti 46 bpguti 48 bpguti 50 bpguti 50 bpguti 52 bpguti 52 bpheal 54 bpheal 54 bpheal 56 bpheal 58 bpheal 60 bpheal 62 bpheal 62 bphous 58 bphous 60 bphous 59 bphous 61 bphous 63 bphous 65 bphous 68 bpinet 44 bpinet 44 bpinet 42 bpinet 44 bpinet 46 bpinet 46 bpinet 47 bpinsu 50 bpinsu 50 bpinsu 53 bpinsu 56 bpinsu 59 bpinsu 58 bpinsu 60 bplati 24 bplati 24 bplati 24 bplati 27 bplati 27 bplati 28 bplati 34 bpleis 58 bpleis 59 bpleis 58 bpleis 59 bpleis 58 bpleis 61 bpleis 60 bpmach 53 bpmach 52 bpmach 54 bpmach 57 bpmach 58 bpmach 60 bpmach 57 bpmedi 64 bpmedi 62 bpmedi 64 bpmedi 64 bpmedi 69 bpmedi 69 bpmedi 66 bpmeta 52 bpmeta 55 bpmeta 59 bpmeta 62 bpmeta 63 bpmeta 63 bpmeta 62 bpnyse 52 bpnyse 52 bpnyse 54 bpnyse 56 bpnyse 58 bpnyse 58 bpnyse 58 bpoil 29 bpoil 28 bpoil 35 bpoil 42 bpoil 44 bpoil 78 bpoil 50 bpoils 31 bpoils 30 bpoils 49 bpoils 55 bpoils 57 bpoils 59 bpoils 57 bpopti 60 bpopti 60 bpopti 60 bpopti 58 bpopti 63 bpopti 64 bpopti 62 bpotc 56 bpotc 56 bpotc 56 bpotc 56 bpotc 58 bpotc 58 bpotc 59 bpprec 61 bpprec 61 bpprec 60 bpprec 76 bpprec 60 bpprec 64 bpprec 68 bpprot 51 bpprot 55 bpprot 60 bpprot 55 bpprot 55 bpprot 53 bpprot 53 bpreal 70 bpreal 70 bpreal 71 bpreal 71 bpreal 72 bpreal 72 bpreal 72 bprest 67 bprest 67 bprest 69 bprest 69 bprest 71 bprest 71 bprest 71 bpreta 60 bpreta 59 bpreta 58 bpreta 60 bpreta 63 bpreta 64 bpreta 64 bpsavi 70 bpsavi 70 bpsavi 71 bpsavi 72 bpsavi 72 bpsavi 72 bpsavi 75 BPSEMI 78 BPSEMI 74 BPSEMI 58 BPSEMI 58 BPSEMI 65 BPSEMI 69 BPSEMI 70 bpsoft 55 bpsoft 56 bpsoft 56 bpsoft 57 bpsoft 45 bpsoft 60 bpsoft 61 bpstee 41 bpstee 41 bpstee 41 bpstee 43 bpstee 46 bpstee 46 bpstee 48 BPTELE 46 BPTELE 42 BPTELE 43 BPTELE 44 BPTELE 46 BPTELE 46 BPTELE 43 bptext 50 bptext 50 bptext 53 bptext 55 bptext 58 bptext 67 bptext 66 bptran 57 bptran 61 bptran 67 bptran 70 bptran 72 bptran 72 bptran 72 bpwall 63 bpwall 61 bpwall 68 bpwall 68 bpwall 73 bpwall 73 bpwall 73 bpwast 61 bpwast 62 bpwast 65 bpwast 65 bpwast 69 bpwast 68 bpwast 66 HLnyse 76 HLnyse 64 HLnyse 60 HLnyse 71 HLnyse 79 HLnyse 84 HLnyse 86 HLotc 76 HLotc 76 HLotc 75 HLotc 80 HLotc 80 HLotc 89 HLotc 90 twotc 73 twotc 70 twotc 69 twotc 72 twotc 77 twotc 77 twotc 67 Changes Changes Changes Changes Changes Changes Changes 12/11/01 12/14/01 12/26/01 12/31/01 1/4/02 1/11/02 1/15/02 bpeuro bpeuro bpeuro bpeuro bpeuro bpeuro bpeuro BPSEMI 78 HLotc 76 HLotc 75 HLotc 80 HLotc 80 HLotc 89 HLotc 90 HLotc 76 BPSEMI 74 bpsavi 71 bpprec 76 HLnyse 79 HLnyse 84 HLnyse 86 HLnyse 76 twotc 70 bpreal 71 twotc 72 twotc 77 bpoil 78 bpsavi 75 twotc 73 bpsavi 70 bpbuil 71 bpsavi 72 10week 76 twotc 77 bpwall 73 bpsavi 70 bpreal 70 twotc 69 bpbuil 72 bpwall 73 10week 76 bptran 72 bpreal 70 bpbuil 68 bprest 69 bpbiom 72 bptran 72 bpwall 73 bpreal 72 bprest 67 bprest 67 bpwall 68 10week 72 bpsavi 72 bptran 72 bpbank 72 bpauto 67 bpgame 67 bpbank 68 HLnyse 71 bpreal 72 bpsavi 72 bprest 71 bpbank 66 bpbank 66 10week 68 bpreal 71 bpbuil 72 bpreal 72 BPSEMI 70 10week 65 10week 66 bptran 67 bptran 70 bprest 71 bpgame 72 bpgame 70 bpmedi 64 HLnyse 64 bpwast 65 bprest 69 bpbank 70 bprest 71 bpbuil 70 bpfood 64 bpauto 63 bpgame 65 bpauto 69 bpauto 70 bpbuil 71 bpprec 68 bpbuil 64 bpwast 62 bpmedi 64 bpwall 68 bpwast 69 bpbank 71 bphous 68 bpwall 63 bpmedi 62 bpfood 64 bpaero 68 bpmedi 69 bpauto 70 twotc 67 bpgame 62 bpfood 62 bpauto 63 bpgame 67 bpgame 66 BPSEMI 69 10week 67 bpwast 61 bpwall 61 bpfina 61 bpwast 65 BPSEMI 65 bpmedi 69 bpwast 66 bpprec 61 bptran 61 HLnyse 60 bpmedi 64 bpfood 64 bpwast 68 bptext 66 bpreta 60 bpprec 61 bpprot 60 bpfood 64 bpreta 63 bptext 67 bpmedi 66 bpopti 60 bpopti 60 bpprec 60 bpmeta 62 bpopti 63 bphous 65 bpauto 66 BPCOMP 59 bphous 60 bpopti 60 bpfina 62 bpmeta 63 bpreta 64 bpreta 64 bpleis 58 bpchem 60 bpchem 60 bphous 61 bphous 63 bpprec 64 bpbusi 64 bphous 58 bpreta 59 bpbusi 60 bpbank 61 bpbusi 62 bpopti 64 bpfood 63 bpfina 58 bpleis 59 bpmeta 59 bpreta 60 bpfina 61 bpmeta 63 bpopti 62 bpchem 58 bpfina 59 bphous 59 bpchem 60 30OTC 61 bpfood 63 bpmeta 62 bptran 57 BPCOMP 57 bpbiom 59 bpbusi 60 30nyse 61 bpheal 62 bpheal 62 bpbiom 57 bpbusi 57 BPSEMI 58 bpleis 59 bpprec 60 bpbusi 62 bpsoft 61 bpotc 56 bpbiom 57 bpreta 58 BPSEMI 58 bpheal 60 bpleis 61 bpaero 61 bpbusi 56 bpsoft 56 bpleis 58 bpopti 58 bpchem 60 bpchem 61 bpleis 60 bpsoft 55 bpotc 56 bpsoft 56 bpheal 58 bpinsu 59 30OTC 61 bpinsu 60 bpelec 55 bpprot 55 bpotc 56 30OTC 58 bpaero 59 30nyse 61 bpotc 59 bpheal 54 bpmeta 55 bpheal 56 bpsoft 57 bptext 58 bpsoft 60 bpfina 59 bpmach 53 bpheal 54 bpaero 55 bpmach 57 bpotc 58 bpmach 60 30OTC 59 bpnyse 52 bpelec 53 bpnyse 54 bpotc 56 bpnyse 58 bpfina 60 30nyse 59 bpmeta 52 bpnyse 52 bpmach 54 bpnyse 56 bpmach 58 BPCOMP 60 bpnyse 58 bpprot 51 bpmach 52 BPCOMP 54 bpinsu 56 bpleis 58 bpoils 59 BPCOMP 58 bptext 50 bpdrug 51 bptext 53 bptext 55 BPCOMP 58 bpdrug 59 bpoils 57 bpinsu 50 30OTC 51 bpinsu 53 bpprot 55 bpoils 57 bpaero 59 bpmach 57 bpdrug 50 bptext 50 bpdrug 53 bpoils 55 bpelec 57 bpotc 58 bpelec 55 30OTC 49 bpinsu 50 30OTC 52 BPCOMP 55 bpdrug 57 bpnyse 58 bpchem 55 bpaero 48 bpaero 50 bpelec 51 30nyse 55 bpbiom 56 bpinsu 58 bpdrug 54 BPTELE 46 30nyse 48 30nyse 51 bpdrug 54 bpprot 55 bpelec 58 bpprot 53 30nyse 45 bpguti 46 bpoils 49 bpelec 53 bpguti 50 bpbiom 56 bpbiom 53 bpinet 44 bpfore 46 bpguti 48 bpguti 50 bpeuti 49 bpprot 53 bpguti 52 bpguti 44 bpeuti 45 bpeuti 48 bpeuti 48 bpfore 48 bpguti 52 bpoil 50 bpeuti 44 bpinet 44 bpfore 46 bpfore 46 BPTELE 46 bpeuti 49 bpeuti 50 bpfore 42 BPTELE 42 BPTELE 43 BPTELE 44 bpstee 46 bpfore 48 bpstee 48 bpstee 41 bpstee 41 bpinet 42 bpinet 44 bpinet 46 BPTELE 46 bpinet 47 bpoils 31 bpoils 30 bpstee 41 bpstee 43 bpsoft 45 bpstee 46 bpfore 47 bpoil 29 bpoil 28 bpoil 35 bpoil 42 bpoil 44 bpinet 46 BPTELE 43 bplati 24 bplati 24 bplati 24 bplati 27 bplati 27 bplati 28 bplati 34 BPALL SECV54 BPALL SECV54 BPALL SECV54 BPALL SECV56 BPALL SECV58 BPALL SECV59 BPALL SECV58