SI
SI
discoversearch

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: Mason Barge who wrote (19638)5/22/1998 9:40:00 PM
From: stockycd  Respond to of 70976
 
All,
I would almost say to not buy until industry consolidation activity increases. Does anyone think this could happen before the start of an upswing? I see AMAT in the mid 20's by July 4 or before. We need to be patient and watch the trend in dRAM prices and supply. That WILL be a single, well readable indicator that a turn around is happening in the equip. sector, but not before.
CD




HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News