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

To: Cary Salsberg who wrote (8442)1/12/2004 7:55:45 AM
From: Proud_Infidel  Read Replies (2) | Respond to of 25522
 
I believe this cycle will be characterized by much terminology such as "panic buying" or "bubble" when there is none, as people are fearful about what happened for the first 3 years of this decade.

And there may indeed be a bit of panic buying right now, but after a 3 year drought in capital spending, why should it surprise everyone if the chipmakers come to the buffet table all at once?

Brian



To: Cary Salsberg who wrote (8442)1/16/2004 10:03:33 PM
From: Nancy  Read Replies (1) | Respond to of 25522
 
Cary

since ASML already reported, would you mind post your view after you have a chance listening to their CC ?

thanks


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