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 269.48

0.0%

11:08 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gottfried who wrote (43625)	3/13/2001 10:46:29 AM
From: Kirk ©	Read Replies (1) of 70976

New idea for data to chart/track It seems that the time to buy the companies is when they announce layoffs as sentiment is the most negative then (brutal, but that is why people hated Potter for buying when all were selling). I'm watching Cisco to see how this plays out as the SJ Merc had a HUGE spread on it and this week should see very negative sentiment for Cisco... but it bounced back above $20 today...Still watching. I wonder if it makes sense to track some companies announced layoffs in both total numbers and %of total employees? My guess is once they announce cuts greater than normal attrition (or reduced work weeks where all share) then the bottom line starts to get better even as earnings go flat as costs come down and investors will extrapolate the trend. I should put this in DonW's thread but my list of subject marks is not working. Case in point. AMAT seems to have bottomed after it announced the reduced work week which I think is better than layoffs as most employees have stock options and might work full hours ANYWAY in R&D so they come out stronger in the end.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next