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: The Ox who wrote (43194)2/4/2009 12:42:58 AM
From: Gottfried  Read Replies (1) | Respond to of 95609
 
Ox, thanks for that link! The most interesting part is...

Johnson writes that he’s learned that industry giant Applied Materials (AMAT) will shut down for 1-3 weeks more in April - and that the company has blocked off June 8 to July 6 for a shutdown. As Johnson notes, “that a long time and does not bode well for a second half recovery.

that plan could change - or does AMAT have 6 months visibility?