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 223.95

+1.7%

Nov 21 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Return to Sender who wrote (10192)	6/6/2004 1:43:49 PM
From: Gottfried	Read Replies (1) of 25522

RtS, agreed - what institutions do is key. It is not at all clear to me that they are interested in AMAT now, in spite of the relatively low valuation and good forward prospects of the company. I read Cary's opinion with respect and interest, but think he has too much implied confidence that institutions will step in again. The right time to buy based on fundamentals was months ago - yet institutions bailed instead. They will have to believe in a very long cycle of increasing bookings to buy now. That requires a drastic change in their thinking and the tacit admission they made a mistake. Gottfried

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next