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: Proud_Infidel who wrote (14144)1/5/1998 11:33:00 AM
From: Gottfried  Read Replies (2) | Respond to of 70976
 
Brian, we're getting off topic: you posted that China's dropping
of tarriffs on semi equipment is a very positive development.
I said it is neutral. Short term that is.

Of course, when Chinese start to consume more and more
semiconductors that will be good for business. But whether
they are made in China or Taiwan or Dresden, Germany won't
matter to AMAT.

GM



To: Proud_Infidel who wrote (14144)1/5/1998 11:48:00 AM
From: Proud_Infidel  Respond to of 70976
 
****OT****

Side by side on briefing.com

Advanced Micro Devices (AMD) 19 3/16 -1/8: --UPDATE-- Josephthal Lyon
ups rating on chip maker from a "sell" to a "hold"......

Advanced Micro Devices (AMD) 19 1/8 -3/16: Sutro & Co. lowers rating on
chip maker from a "buy" to a "hold".....


I guess this is what makes a market