Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: derek cao who wrote (14237)	1/7/1998 2:48:00 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

derek, thanks for the site with memory prices. I never thought I'd root for higher prices but I am. Higher DRAM, higher oil! Briefing.com seems to have the right, cautious outlook... briefing.com Earnings season around the corner... While there are those who expect a buy-on-the-fact-rally, Briefing maintains that the numbers will prove unsettling - especially given the slowing growth at industry leaders such as Microsoft, Intel and Applied Materials... We also expect many companies (even those meeting this qtrs numbers) to warn that future results will be imperiled by Asia's deepening crisis. <snip> Expect earnings downgrades to be a recurring theme for this group [semi equip] over the next few months... As such any gains will prove limited and short-lived... <snip> GM