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 301.88

-1.0%

Jan 14 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: StanX Long who wrote (65332)	8/16/2002 1:14:35 AM
From: StanX Long	Read Replies (2) of 70976

`I'm positive about the possibility of having a seasonal turn that will lead to a cyclical upturn. December is coming and you're still going to buy presents for your kids, your wife or your friends. That will put pressure on inventories.'' quote.bloomberg.com Montgomery Asset's Castro Comments on Dell, Samsung Electronics By Darren Boey Sydney, Aug. 16 (Bloomberg) -- Oscar Castro, who helps manage $1.6 billion of shares at Montgomery Asset Management LLC in San Francisco, comments on Dell Computer Corp.'s second-quarter profit, Asian computer-related shares and industry demand. On Dell's results: The world's No. 2 personal-computer maker had a profit of $501 million in the quarter ended Aug. 2 as it sold more PCs to consumers and gained market share in corporate servers. ``On the revenue side, Dell is taking market share. It has excellent management. Our bet is on Dell. We own the company big time. I haven't bought any other computers but Dell in the past four years. All my computers are Dell and my company only uses Dell.'' The result ``will probably put a bit of wood on the fire'' for the U.S. share market later today.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next