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


To: Proud_Infidel who wrote (14705)1/15/1998 1:05:00 PM
From: Kirk ©  Respond to of 70976
 
My guess is Semi prices will go up when the visibility of the next year's earnings looks good. If fab purchases are pushed out to late 1999, then the stock won't go up until late 1998. If NEC can delay 6 months, why not delay another 6 months? We'll need to see some end ot the delaying I suppose. Just my feeling....

regards
Kirk out
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