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 230.77

+0.9%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gottfried who wrote (64963)	7/21/2002 10:24:04 AM
From: Alastair McIntosh	Read Replies (2) of 70976

Several reasons Gottfried: 1. Seasonality 2. Technical. 3. Sept Q is first Q that CEO's have to personally sign off on financial statements. 4. Economic outlook will worsen as consumer spending no longer props up economy. Housing bubble begins to deflate. 5. In tech land realization that there is no second half recovery and poor visibility for 03. End demand does not support turnaround. Realization that this up cycle in tech will not have growth rate of previous cycles. 6. Probability of exogenous shock such as terrorist attacks or Mideast war. My crystal ball is cloudy but balance of probabilities suggest to me that we have more pain ahead. Do you disagree? Do you think that this is the bottom?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next