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.

Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Robert New who wrote (29382)	2/11/2002 6:53:42 PM
From: t2	Respond to of 99280

AMAT CEO just last week said that he "remains concerned at the slow pace of which major tech companies are investing in new equipment." Makes me think that their outlook won't be extremely bullish....its possible that their cycle has bottomed but unlikely that the next one ramps up anytime soon from this comment. I thought they would have positive news on the competitive front. I had read about them taking some share away from NVLS. That is why I was expecting some positives from the company. However, I don't expect him to suggest a "V" shaped recovery. That would not be good news for most of the tech sector. Slow recovery favors old economy stocks, imho.