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 228.68-2.7%Nov 11 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Alastair McIntosh who wrote (64966)7/21/2002 1:24:53 PM
From: michael97123  Read Replies (2) of 70976
 
1. Seasonality we have had a declining market for more than 2.5 years and the seasonality excuse historically has exceptions. Could this be one?
2. Technical. technicals imo tend to be rear view mirror stuff. For every TA guy who says technicals broke down, another sayt this is the bottom.
3. Sept Q is first Q that CEO's have to personally sign off on financial statements. i believe this is a positive for the markets even if earnings get restated. As a company is cleared by ceo signing off-- the possible lower numbers will be offset by a return of confidence at first by institutional investors. Then the shorts cover.
4. Economic outlook will worsen as consumer spending no longer props up economy. Housing bubble begins to deflate.
dont buy that--mortgages will move into the high fives and consumers will continue to spend and any decline will be offset by government spending in the fourth quarter on new technology, leading to increase in employment and so on
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. 03 will be better than you think.>/b>
6. Probability of exogenous shock such as terrorist attacks or Mideast war or no terrorism and a quick end to sadaam and binladens head on a stick--could happen that way too
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