SI
SI
discoversearch

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: Jeffrey D who wrote (2299)8/12/2002 3:43:54 PM
From: Gottfried  Respond to of 25522
 
Jeffrey, from the DJ story >Going into the first half of the year, chip equipment companies saw a surge in orders, as semiconductor manufacturers geared up for the second half of the year, seasonally the strongest time period for chip sales.<

Chip companies 'geared up' in 1H2002 to be able to supply chips in 2H2002? I think lead times are longer than that, especially if 'gearing up' means placing orders for front end equipment.

I'd like to hear some knowledgable comments on this.

Gottfried



To: Jeffrey D who wrote (2299)8/13/2002 9:22:53 AM
From: Proud_Infidel  Respond to of 25522
 
Applied Materials (AMAT / Nasdaq)
Bank of America Montgomery
We believe the Street is becoming overly bearish about the company's outlook. No equipment company has reported a sharp falloff in July business. Reiterate our estimates and Buy rating.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News