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 230.92

+3.1%

Nov 24 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gottfried who wrote (2535)	8/19/2002 12:36:39 PM
From: Cary Salsberg	Read Replies (2) of 25522

It is not "visibility"! I look at the current situation and many current forecasts and I create a scenario for technology, semi-equips, and AMAT moving forward. The scenario is a "ballpark" designed to provide an intermediat/long term frame of reference for the day to day inputs and movements. The best I can say for it, is that I have held it for over 1 1/2 years and I have not had much reason to change it. Also, the general opinion has moved closer to mine over that time as events that support the scenario have transpired.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next