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

To: DennisToo who wrote (65242)5/10/2002 10:30:26 AM
From: orkrious  Read Replies (2) | Respond to of 99280
 
They will beat.

won't matter. they are toast. amat will be in the single digits before this is over. valuation way too high. and the past Q isn't representative of the future. many of their recent orders were based on DRAM strength, with was bulls*t. the DRAM price increase last Q was due to withholding of supply from the market rather than increased demand. the semi equip stock buyers will sold a bag of sh*t


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