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: Duker who wrote (29978)5/7/1999 5:33:00 PM
From: John Josephson  Read Replies (1) | Respond to of 70976
 
Scott Black(Pres. of Delphi Management) making very bullish comments about the semi. industry on CNBC right know. Especially AMAT, TER, and KLAC as well as some of the smaller semis: ASTX and ElectroGlass

One item that he mention
Amat B-2-bill > 1.4
TRUE ??