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: Ian@SI who wrote (21214)7/8/1998 2:27:00 PM
From: jtechkid  Respond to of 70976
 
morgan stanley just came out and said this quarter will be the bottom for the group. also, gus richard of H&Q , WELL RESPECTED FOR THIS GROUP JUST SAID."WE OVERBIULT AND WE ARE CHEWING through the excess. i think asia bottomed in the second quarter and people will be surprised by the rebound in the second half. i agree and semi are so cheap compared to the rest of the overvalued market.