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: The Ox who wrote (8624)1/28/2004 11:46:46 AM
From: rhering  Read Replies (3) | Respond to of 25522
 
RE: The Spin Doctors

TSMC's '04 capital budget and earnings outlook tonight will be difficult for analysts to spin. I'm hopefull that the massive amount of detail put forward by TSMC should begin to put '04 into better perspective.

FWIW: I heard a bullish analyst about two weeks ago, I think Dan Niles, who said in response to a question about the chip cycle, that there were a lot of people who really did not understand some of the implications of what is happening on the demand side of the industry (.ie increasing digital content in entertainment products). He thought we were only 1/3 of the way through the upcycle and it had a long way to run.

Regards,

Roger



To: The Ox who wrote (8624)1/28/2004 11:55:37 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 25522
 
More spin!

Technology revenues have not risen. In fact, revenues of the main U.S. and European technology companies are still 10 percent below peak levels reached in early 2001, according to merchant bank Merrill Lynch's models.

biz.yahoo.com

So I guess last Q's RECORD earnings and revenues by INTC were not an all-time high after all?


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News