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.

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

To: Proud_Infidel who wrote (22102)	7/23/1998 10:30:00 PM
From: P.M.Freedman	Read Replies (2) \| Respond to of 70976

Asian flu is now Asian cancer. It won't return to normal any time soon. The facts that several big semis is going for copper processing and 1GB memories may not help AMAT as someone expected. Actually, the quicker the copper/1GB tech hits markets, the less the orders AMAT will get. The competitions will force more small to middle sized semis to close, especially those Asian semis, such as those in Korea and Taiwan. Actually the best time for AMAT is the high tech improvements slow down. In other words, most of semis catch up to update their equipments while those big sector leading companies is going into next tech improving cycle. Next quarter's forecast from the company will show the direction of the stock. If no additional warnings come out with the earning release, the stock will go north, otherwise it will keep going south to touch middle teens.