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

To: Lone Star who wrote (18255)	3/27/1998 11:57:00 AM
From: James Burke	Respond to of 70976

Off-Topic. Are there certain stocks that I can't place buy limits on? If so, how do I know which stocks?

To: Lone Star who wrote (18255)	3/27/1998 12:10:00 PM
From: Big Bucks	Read Replies (1) \| Respond to of 70976

Lone Star, I think you are correct. The semi-equip market appears to be getting weaker every day on continued warnings and diminishing expansion budgets. With INTC postponing the new fab in TX to 2002 and re-strategizing their technology requirements to 300mm and sub 0.18uM they have admitted that the market for their products is softening further, IMO. This delay gives them time to consolidate, plan and re-target their future production strategy/requirements going into the next century/technology evolution. Intel is the "catalyst/harbinger" for the semi-sector, and this decrease/delay in capital equipment spending indicates things are just not rosy at the moment or for the immediate future. Just my opinion, BB