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 : Novellus -- Ignore unavailable to you. Want to Upgrade?

To: FJB who wrote (1756)	1/6/1999 5:15:00 PM
From: steve nguyen	Respond to of 3813

Robert, I really like what Bagley said about competition between Samsung, Hyundai vs. MU. I am so glad to see MU finally moving up in the last couple of days. Steve

To: FJB who wrote (1756)	1/6/1999 5:26:00 PM
From: yard_man	Read Replies (1) \| Respond to of 3813

>>My expectation was the low point in the business cycle for the equipment companies would be in either September or the December quarters. And I think it's whether December will be lower than September. Probably too close to call yet, but the real upturn should not begin until '99.<< He obviously meant 2000 -- long term predictions such as this by industry execs ought to be taken with one very large grain of salt. I'd rather hear from AMAT -- their CEO seems to be more of a straight shooter ...