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: Taby who wrote (29959)5/6/1999 8:18:00 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Taby, because it has already surged in anticipation. Was that
the right answer? <G>

Gottfried



To: Taby who wrote (29959)5/6/1999 8:19:00 PM
From: Sun Tzu  Respond to of 70976
 
Because it has already more than doubled.

JMO
ST



To: Taby who wrote (29959)5/7/1999 12:27:00 PM
From: Jimmy Liao  Respond to of 70976
 
Because AMAT makes equipment, not chips, and the bulk of equipment sales (profitable ones) come when new fabs are constructed. Then, orders come $100M at a time. This won't happen until there is a robust environment and anticipated undercapacity. This is why AMAT lags in the tech recoveries. However, I anticipate a fantastic quarter, and $100 per share by August!


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