Formerly About Applied Materials Message Board

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 : Formerly About Applied Materials

AMAT 317.97

-2.8%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Proud_Infidel who wrote (37164)	9/7/2000 9:21:56 AM
From: michael97123	Read Replies (1) of 70976

"INTC has come out several times and have said they were capacity constrained, so I really do not know what sources Kumar is listening to." Agree wholeheartedly Brian. But what I have noticed in the past is a disturbing trend by analysts, particularly because of the benefits of CNBC exposure, of taking credit for events that are hardly related to their initial call. For instance, in this case, INTC near highs was an easy target. Price probably had gotten a bit ahead of itself. So Kumar says what he says for dramatic effect. Then when INTC earnings come in, they are not at the high end of the range. CNBC remembers that Kumar had bashed the stock, but conveniently noone remembers the reasons, thus another visit to the studio with promotion for Kumar and his firm. At that point, it doesnt matter one bit to anyone that INTC earnings may be a bit lower because they couldnt meet demand rather that a fall off in demand. But Kumar comes on and says I told you so and says their pipeline problems are being solved and upgrades. Its a scary thing.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next