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


To: Jacob Snyder who wrote (59423)1/25/2002 4:05:33 PM
From: advocatedevil  Respond to of 70976
 
Jacob, No doubt about it, foundry capacity utilization is something to watch closely. Keep in mind that TSMC has some unique major customers who are currently doing very well. Not all the foundry boys are faring quite the same. And RE: "The shorting game is getting dangerous." Yep!

AdvocateDevil



To: Jacob Snyder who wrote (59423)1/26/2002 12:59:18 AM
From: Henry D  Read Replies (1) | Respond to of 70976
 
Jacob,

you sound mildly bullish...you're gonna buy any AMAT call leaps?

henry