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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Warpfactor who wrote (15337)7/20/2002 7:57:47 PM
From: jim_p  Read Replies (1) | Respond to of 23153
 
Warp,

The food fight indicator is running high over on IHUB over politics.

Looks like the bottom may be in for now :-))

Jim



To: Warpfactor who wrote (15337)7/21/2002 1:48:44 AM
From: Gottfried  Respond to of 23153
 
Warp, you're aware of the many downgrades? AMAT target now $12 at Wells Fargo. But the AMAT threads picked that report apart pretty good. I'll find it for you if you can't and want it. Again, a bookings plateau may happen soon because my chart shows it happened in 3 prior cycles. It's not the end of the cycle, but some will say it is. Cary Salsberg is the foremost semi equipment poster.

G.


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