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 : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (60049)	5/20/1999 6:20:00 PM
From: Ross	Read Replies (2) \| Respond to of 132070

Hi Michael, Could you tell me which fab Applied co-owns, please? If you don't feel like it, I can go look in the SEC filings. I would like to check the numbers behind your comments. Thank you, Ross

To: Knighty Tin who wrote (60049)	5/20/1999 6:25:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 132070

Michael, Re:But, I suspect the biggest reason for AMAT's increased orders is the fab AMAT co-owns Could you enlighten us as to what fab AMAT "co-owns." TIA BK

To: Knighty Tin who wrote (60049)	5/20/1999 8:50:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 132070

the biggest reason for AMAT's increased orders is the fab AMAT co-owns. You know, Mike, sometimes, I suspect you might even believe your own nonsense. Wherever did you get this insight? I think this piece of deduction helps us understand why you couldn't cut it as an analyst. ;-)

To: Knighty Tin who wrote (60049)	5/21/1999 7:06:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 132070

Michael, Re:They have been one of the largest, if not the largest, AMAT customer for awhile. AMAT had 2 orders of 100M+ in Q2. Are you saying that AMAT's co-owned fab is placing these orders? So in theory AMAT should always have spectacular results; when things get tough simply place an order for 500M?!?!?! This is a blatant lie and you know it. Please stop spreading these prevarications which you have not, and will not, prove. BK