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 262.92

+0.4%

Dec 29 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gottfried who wrote (62161)	3/18/2002 8:11:09 PM
From: Donald Wennerstrom	Read Replies (1) of 70976

Gottfried, That is a great list! I had to make a "hard copy" of it so I can refer to it from time to time at a moments notice. The list makes it so easy to catalog the different bear species met during each day.<gg> <<Seriously: it is worrisome that the generally accepted wisdom calling for improvement in everything 2H02 is generally accepted. That means it's priced in. So, something entirely different may happen?>> I think a lot of the anticipated improvement is priced in, but not all. However, as to what is actually going to happen - and when, I don't know. As I read some of the posts from the different threads recently, I still sense a lot of "bearishness" out there. As long as that continues, the upward bias in stock prices recently should continue I think. Tomorrow, if SEMI releases the BtB as previously scheduled, the impact of the number could be substantial in either direction if it is out of line with expectations. For me, I just want to see a nice increase in bookings, but I think it may take one more month for that to happen. I will continue to wait with "bated breath" until we find out for sure what the number is tomorrow. Don

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next