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
AMAT 226.63-1.8%10:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Proud_Infidel who wrote (37693)10/3/2000 11:19:13 AM
From: 16yearcycle  Read Replies (1) of 70976
 
The last two times it didn't look like a downturn was in sight either. But forgive me for noting that, because I fully agree that it looks almost impossible that we will have a big downdraft in orders announced soon, as we did the last two times after bthe stock had already been cut in half.

I'm totally perplexed. What we have all seen the last 3 months should make clear why guys like Buffett realize they can't pick the direction. I have no explanation why EMC, GLW and BRCM are still sky high, while AMAT and CSCO and JDSU have been battered. Those are pretty good examples, if you know the copmpanies well and know what internal growth rates management is expecting.

Truly, as long as one could survive another 17 points, an amat shareholder would be better off that the stock goes down to 35 now, so everyone realizes this has gotten out of control and the stock price is adjusting for a complete meltdown that just isn't going to happen. A good size bounce should be in order.

Edit: sebl and orcl too. Some of these are absurdly priced while amat and others suffer and they aren't seeing a business slowdown either. ARBA was at 160+ two days ago while Bvsn has been decimated.

Edit: look at gmst. Look at the peg ratio. Its crazy. Sdli, as a result of the jdsu marger, is almost certain to end the year at over 370, yet has been driven under 300. Who in hell could figure this out BEFOREHAND? Coming up with a rationale after the fact is improbable.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News