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: thesilenttype who wrote (31270)	2/20/2002 10:26:08 AM
From: orkrious	Read Replies (1) \| Respond to of 99280

what a bunch of bs. they're both gaining share. when will people stop listening to this crap. even if they are gaining share, both stocks deserve a 75% haircut

To: thesilenttype who wrote (31270)	2/20/2002 10:34:14 AM
From: Pink Minion	Respond to of 99280

Let's see AMAT just chimed in at CSFB..."9:29AM Applied Materials says they are taking share (AMAT) 45.80: During their CSFB technology conference presentation, AMAT's CFO says that they expect growth in 2H02 over 1H, and that the co is taking share in virtually every product category, particularly in metrology and inspection (albeit from a small base, but watch competitor KLAC and other metrology co's for a possible reaction to this news)." then 09:48 ET KLA-Tencor optimistic about current quarter (KLAC) 57.38 -1.09: -- Update -- During their CSFB technology conference presentation, KLAC's CFO says that mkt in leading-edge technology is currently supply-constrained, as sell-through of leading-edge chips is better than expected; co feels optimistic about current qtr, believes they can pick up mkt share in 0.13 and copper segments. Everybody is gaining market share.