Applied Materials No-Politics Thread (AMAT) 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.

Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 225.18

-1.5%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Proud_Infidel who wrote (2533)	8/19/2002 11:48:14 AM
From: Jeffrey D	Read Replies (2) of 25522

Well, let's see what our friends at Goldman Sachs have to say today. Jeff << Summary: 1) July SEMI book-to-bill out Tuesday night, now expected below 1.0 (GS estimate 0.97), 2) Some perspective around the Micron capex news, 3) Semi equipment companies cutting expenses and we believe there will be more significant cuts to come, 4) Despite fundamental weakness, we think it is too late to be underweight semi equipment, and 5) News, events, and price performance. July book-to-bill out Tuesday night, now expected below 1.0. Semiconductor Equipment and Materials International (SEMI) releases its US semi equipment manufacturers 3-month rolling average book-to-bill data for the month of July this Tuesday evening around 6pm eastern. We now expect the July book- to-bill to come in below 1.0 as it is now brutally apparent that July was a very weak month for semi equipment orders. >>

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next