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

To: Paul V. who wrote (17304)3/7/1998 3:58:00 PM
From: davesd  Read Replies (2) | Respond to of 70976
 
Can anyone list any industries (PC's, neworks, auto..etc) that use "significant" amount of chips and are not experiencing slowdowns or overcapacity??

This may help us to figure out which way the semi industry is headed and when we expect it to turn direction.

The DSP area...I think in the next year we are going to see alot of voice/video over IP products. CSCO introduced a new router (MC3810) that supports data, voice and video all at the same time over one link.....at the low price they are selling it....it's getting alot of attention.

dave

dave



To: Paul V. who wrote (17304)3/7/1998 9:43:00 PM
From: Gottfried  Respond to of 70976
 
Paul, it is dangerous to use a stock's high as a reference.
Much better to compare to a trend line or moving average. The high
is often caused by irrational exuberance and therefore not an indicator of the stock's present or future true value.

GM


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