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

To: Big Bucks who wrote (17518)3/11/1998 4:56:00 PM
From: jtechkid  Read Replies (1) | Respond to of 70976
 
AS TEXAS INSTRUMENTS SAID and lot of companies january was not that bad but february was not great and march does not look good either. that number should go down sequentially for the next at least four to six months. i say the bottom will be this summer -till the fall and a strong pichup by the end of the year.. the key is i might be early.



To: Big Bucks who wrote (17518)3/11/1998 4:58:00 PM
From: Teri Skogerboe  Read Replies (2) | Respond to of 70976
 
BB,

Chip sales are slowing, and this is not normally a good sign for those companies who sell the chip makers equipment, IMO. This could now be considered a trend (at least for the time being) and the trend is not positive. No rocket science in this post, huh -g-? Sorry I don't have much time to ponder the Global Sales Report right now, but other opinions are welcomed.

Just my thoughts,
Teri


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