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 : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Proud_Infidel who wrote (23054)4/29/2005 12:22:04 PM
From: michael97123  Read Replies (1) | Respond to of 95790
 
Now its clear (g) Maybe amat et al should just close up shop and start digging for oil in Silicon Valley?

Seriously, perhaps the problem is non-deployment of cash or perception of this as weakness. What to do with money?



To: Proud_Infidel who wrote (23054)4/29/2005 12:23:46 PM
From: Sampat Saraf  Read Replies (1) | Respond to of 95790
 
AMA, however, still about 50% higher than 1997 level. Sox and AMAT have not been moving up in lock-step lately.