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.

Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Alastair McIntosh who wrote (2116)	8/6/2002 7:07:38 PM
From: Proud_Infidel	Read Replies (3) \| Respond to of 25522

Are you serious or merely joking? Why do you consider this to be a likely scenario, when in fact predictions at this point are next to impossible? You are attempting to predict two years out when the company itself cannot predict two quarters out? Add to that the difficulty of making forward looking projections at the bottom(or top) of a cycle. I am curious as to where you are getting your capex numbers. And why would you even attempt to make predictions for stocks in this this sector without addressing overall IC spending? That is what drives the sector. If that is what you truly believe, then by all means short all you can tomorrow, the day after and the day after that. Needless to say, I see the future quite a bit differently than you. I don't mean to offend you by asking you this, but I am truly curious as to why someone who believes this stock/sector is dead money for the forseeable future and beyond, spends time following it? Why not move on to something you believe will be very profitable in the coming years? Again, not trying to offend, merely curious. I know that if I believed as you I would not spend time here- Life is too short. Regards, Brian