Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: TideGlider who wrote (18398)	7/9/1998 7:02:00 PM
From: Darryl Olson	Read Replies (1) \| Respond to of 25960

Bruce: AMD is one of my ex-"dogs." I got tired of ol' Jerry and his ongoing mantra "if at first you don't succeed, tell them you will next quarter."

To: TideGlider who wrote (18398)	7/9/1998 9:51:00 PM
From: Mani Ahmadi	1 Recommendation Read Replies (2) \| Respond to of 25960

Today's decline had little to do with AMD's poor earning report. It was mainly due to the earnings warning by PLAB. All the .25 litho oriented stocks (including PLAB, DPMI, ETEC) were down sharply today. The warning by PLAB clearly shows that the 0.25 litho companies are more vulnerable to this over supply and Asian crisis than previously thought. Who knows were the bottom is for any semi stock. It could certainly be a lot lower than where we are today.