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: Duker who wrote (24830)10/3/1998 11:20:00 AM
From: Gottfried  Read Replies (2) | Respond to of 70976
 
Duker/all, ESTIMATE REVISIONS:
AMAT: SOUNDVIEW TECHN decreased estimate for fiscal year
ending 10/98 from $1.10 to $1.08 on 10/01/98

GM



To: Duker who wrote (24830)10/3/1998 1:25:00 PM
From: Fortinwit  Read Replies (1) | Respond to of 70976
 
Duker, all:
he expects to see consolidation in semiconductor production automation, systems for moving silicon wafers around a factory floor
Given the incredible "bargains" in the smaller cap semi-equips out there, this is an important point. There really hasn't been any consolidation take place yet. Consolidation was a cornerstone of my (and others') "list of things that have to happen to show a bottom has been put in".

F.


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