Replies to post #246208 on Zeev's Turnips Patch-No Politics (ZEEV)

[michalel97123]

Do we buy semi-equips today prior to amat earnings? Recent history says know but with intc increasing capex next year, it seems to me that many other chip companies cant afford not to respond since they have lagged intel all along. That bodes well for the likes of amat, klac, nvls to name a few. Mike

[extelecom]

Zeev, Any thoughts on where we may be headed today?

[nicholas hanes]

ONXX having a rough go of it. Just took out my OB of 46.