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

To: uu who wrote (28863)3/4/1999 9:12:00 PM
From: Jerome  Respond to of 70976
 
Addi, <<his timing is off by about 3 to 5 years>>

Knowing this its just a matter of re-adjusting the time frame.

Regards, Jerome



To: uu who wrote (28863)3/4/1999 11:35:00 PM
From: Math Junkie  Read Replies (2) | Respond to of 70976
 
I don't see what the quality of Michael Murphy's stock picks has to do with what his sources are telling him about the lack of a slowdown in the PC industry.

I should also point out that what determines semiconductor equipment sales this year is what semiconductor manufacturers think chip sales will be in future years, not what PC sales are this year.


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