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 : Moufassa's Lair -- Ignore unavailable to you. Want to Upgrade?

To: moufassa7 who wrote (5143)	2/20/2002 10:27:55 AM
From: KevinThompson	Respond to of 13660

yep. I've been watching that. Interesting from Briefing.com, they report that AMAT stating "we're grabbing market share..." So watch out for KLAC. Then we hear about KLAC, "we're grabbing market share..." Might be a battle worth watching. I think though the conference was scheduled to take advantage of what might have been perceived as a good Book/Bill news - and talk 'em all up. But I don't think it shined quite like the anal-ysts were hoping. The ratio was better, but there are two ways the ratio can improve, and one is definitely better than the other. Best Regards, KT