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: BWAC who wrote (6468)7/15/2003 7:41:32 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 25522
 
I have to admit I'm a little stumped at these GMs. I was going to go through the numbers tonight in more depth.

They did 6.8 billion on strength in microprocessor (not networking), with that business at the high end of expectations and yet see no evidence of an IT upgrade cycle?

Who the heck is buying all those centrinos, high school kids?

Sounds like somebody's market research is screwed up.