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: Proud_Infidel who wrote (2860)	9/4/2002 11:15:18 AM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 25522

Brian, It seems some of the professional shorters just got back from the beach around 10:45 this morning. They must have missed the shuttle yesterday.

To: Proud_Infidel who wrote (2860)	9/4/2002 11:18:29 AM
From: robert b furman	Read Replies (1) \| Respond to of 25522

HI Brian, Yea and you even warned me. I'm gonna have to start listening to you more often.gg I think we go sloppy during these pre announcements.Recovery too soft for this not to ratle one day bounce the next. Orcl doing good today. We must expect cross currents from here out. Patches of sectors will be better than others and Q4 vision will pick up. This deal isn't double dipping - too many people working getting paid more - being productive. Spaeking of productivity - I-m going Moose hunting.Taking reserve money to my accounts and trying to get away. I've been watching too close. We have to waller thru this and it will slowly get better. Try to keep this market manageable will ya.<VBG> My 20 group just planned a meeting in New york next April in New York.Maybe we can go Kayaking out to Ellis Park?? My wifes Grandfather's name is out there somewhere.She's already told me it is MUST GO place to visit. I'll be out in the bush til the 17th - hang in there and best of trades. Bob

To: Proud_Infidel who wrote (2860)	9/4/2002 11:44:30 AM
From: Fred Levine	Read Replies (1) \| Respond to of 25522

This article, tho small, IMO, is critical. It implies that semi's either put up and increase capex, or they're out of business. September 4, 2002 World Business Briefing: Asia INGAPORE: CHIP MAKER PLANS STOCK SALE Chartered Semiconductor, among the world's largest contract makers of computer chips, said it would try to sell new stock to existing shareholders. It hopes to raise $633 million to help pay for a new factory to catch up with rivals. Chartered's controlling shareholder, the government-owned Singapore Technologies, had already agreed to pay more than $380 million to take up its portion of the rights issue. But Chartered said it would offer its new shares at less than half the price existing shares traded at last week, an announcement that helped send Chartered's stock tumbling 24 percent. Wayne Arnold (NYT) fred