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: Skeeter Bug who wrote (28329)	2/17/1999 1:15:00 AM
From: Ritz	Read Replies (2) \| Respond to of 70976

Skeeter: Re: "the mistake of erroneous extrapolation is often made. caveat emptor." True enough, but this one has played out many many times. Usually, if things change, there is some reason for it. For Dell it was increasing competition: competitors adopting its model, and loss (instead of the typical gain) of market share. What is different this time for AMAT from all the other times it has been at this point of the cycle?? I don't see it.... -Ritz BTW AMAT is gaining market share in virtually every segment.