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

To: etchmeister who wrote (24603)10/8/2010 1:25:24 PM
From: robert b furman  Read Replies (2) | Respond to of 25522
 
Hi etch,

My first reaction to the Klic announcment was "Wait till Hill straightens out the dumazzes".

Bob



To: etchmeister who wrote (24603)10/8/2010 1:58:29 PM
From: Cary Salsberg  Respond to of 25522
 
Yes, the industry is really stupid. They can't bring on capacity smoothly without a "spending gap". It doesn't matter that they can't spend what they want now because there is an equipment capacity "gap"!


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