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: Math Junkie who wrote (28394)2/17/1999 5:39:00 PM
From: Jeffrey D  Respond to of 70976
 
Might be interesting to call in tomorrow and hear what Capt. Morgan has to say about this new Semi index. Jeff

<<
NEW YORK, Feb. 17 /PRNewswire/ -- Semiconductor Equipment and Materials
International (SEMI) will announce a global stock index Thursday morning
during the second day of SEMInvest 99, a three-day international investor
conference.
Reporters are invited to attend the 8:00-8:30 a.m. Eastern time
February 18 press briefing at the Plaza Hotel in New York City or call in via
AT&T Teleconference. Those calling in will be able to ask questions,
following a brief overview of the new stock index.
Call-in numbers are as follows: 800-553-0272 (U.S.) or 612-288-0318
(international).
Press briefing participants include:

Stanley T. Myers, President of SEMI -- will briefly describe SEMI and
discuss the rationale for the index.
James C. Morgan, Chairman and CEO, Applied Materials, Inc. -- will provide
acompany viewpoint of the new index. Applied, the largest SEMI member in the
index, is the world's largest supplier of wafer fabrication systems and
services to the global semiconductor industry.
Bill Nichols, Vice President of Thomson Investor Network, a Thomson
Financial Services company -- will demonstrate the new index. Thomson created
the index and will maintain it.
Byron Walker, equity analyst for Warburg Dillon Read -- will give a
viewpoint from the investment community perspective.
>>



To: Math Junkie who wrote (28394)2/17/1999 11:06:00 PM
From: Skeeter Bug  Read Replies (3) | Respond to of 70976
 
then don't use price to prove i'm wrong.

we just have different perspectives. 11 cents doesn't impress me - and is in the range of what i expected.

let's see, 44 cents annualized, times 20 = $8.80. ok, make some adjustments for potential growth and we get... well, you weren't talking price.

20 cents won't impress me. $1 will. wake me when we get there. IF we get there in the next couple years.

i'm done debating here. i'll be back after it tanks, though. i had the dellheads attack me two weeks back for saying pc revs were negative in 1998 for the first time in history. dell was $105+ going to $120... ho ho ho ho! and they are still rude.

just like some will be here...