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.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Gottfried who wrote (11109)11/14/1997 10:00:00 PM
From: Stefan  Read Replies (2) | Respond to of 70976
 
Here is link to S&P report from July. It is bit old but it has some valuable information. There is % information as to asian exposure.

businessweek.com

Enjoy for what it is worth.



To: Gottfried who wrote (11109)11/14/1997 10:11:00 PM
From: akidron  Read Replies (1) | Respond to of 70976
 
what a timely post... at last some back up.... this is not '95 - you either put the pedal to the floor or lose your whole investment. Fabs are a strategic investment... the steel mills of the twenty first century...



To: Gottfried who wrote (11109)11/15/1997 8:03:00 AM
From: w0z  Respond to of 70976
 
GM, here's the complete release from Information Network (hidden on the very quiet Novellus thread):

exchange2000.com