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 242.41

+5.0%

Nov 25 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Proud_Infidel who wrote (10109)	6/4/2004 10:05:48 AM
From: Cary Salsberg	Read Replies (2) of 25522

RE: "But am I buying here? Absolutely not." I am not buying, now, but I will have CDs coming due at the end of 2004 and early 2005. I plan to buy with that money and I have begun to hope that prices don't move up very much from here. If prices do move up, they will be tugged along by rising sales and earnings and visibility that extends further out. I will be watching the statistics on fab capacity and utilization in weekly wafer starts and comparing these to semi and equip revenue. If the geo-political situation doesn't get any worse, I think we will see an extended period of semi growth without cyclicality. The semi-equips will grow at modest rates, but they will be at high margin levels and will generate lots of cash and fat profits. The only reason not to buy now is political.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next