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: Gottfried who wrote (7295)9/25/2003 7:48:41 PM
From: BWAC  Read Replies (1) | Respond to of 25522
 
Well now wait a second. Computer Shipments and new orders decline, but Semiconductor shipments increase? And the second part is a bright spot??? Isn't it more indicative of component inventory flooding the channel and/or component increasing inventory at the manufacturers? And that is good?



To: Gottfried who wrote (7295)9/25/2003 7:57:11 PM
From: Fred Levine  Read Replies (2) | Respond to of 25522
 
I'm loving the competition if Intel and AMD in the new 64 chips. The competition will require lower prices, lower prices will require higher productivity, which, in turn, should lead to an increase in capex.

My hope is that this same dynamic will spread to memory, as well as other semi areas.

we'll see...

fred


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