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  • commented 2/17/13
  • tags: AMAT NVDA QCOM INTC TXN
  • Hi Pam, what is mgt of Applied Materials seeing? Is TXN and INTC etc. seeing or guiding to the same industry trend? Does this mark a trough in the US semis trend? If so, how should we be positioned? [ less... ]
    Hi Pam, what is mgt of Applied Materials seeing? Is TXN and INTC etc. seeing or guiding to the same industry trend? Does this mark a trough in the US semis trend? If so, how should we be positioned?
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