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 319.11

+5.7%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Proud_Infidel who wrote (6688)	8/11/2003 10:12:37 AM
From: robert b furman	Read Replies (1) of 25522

Hi Brian. To me the big variable is how effective they've downsized and consolidated their operations. Those who rightsized the fastest will surprise to the netside on very small from the revenue side. I can remember when Cohu would be knonking the skin off the ball with sales of 30 million a quarter.Since they've made acquisitions and have consolidated all operations into one building. It seems Amat may have hung onto the concept of a great recovery soon a little too long.Thus Splinter has to go in from an outsiders perspective and make the tough calls. Time will tell. A 10% growth in orders will bode well for the sector however. Bob

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next