Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 233.10

+0.2%

Oct 31 9:30 AM EST

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To: Proud_Infidel who wrote (12229)	11/29/2004 9:49:26 PM
From: etchmeister	Read Replies (1) of 25522

Intel Expected to Narrow Guidance on Inventory Based on my on "research" I was looking for a more positive view from Intel - almost 3 weeks ago. What did Goldman do? Goldman Sachs Crunches Chip Stocks David Ng, 11.22.04, 7:00 AM ET Shares of semiconductor companies dominated tech trading late in the week, with Goldman Sachs lowering its sector view to "cautious" from "neutral" on Friday. The research firm expects disappointing fundamentals over the next few quarters as the industry deals with excess supply. On Friday, the Nasdaq Composite Index fell 33.65 points, or 1.60%, to close at 2070.63 And now a week later "What we do not believe the market has priced into the stock ...." You know what I think? when GS published the "crunch" last week GS already had already written up the upwards revision for Intel. To: robert b furman who wrote (11974) 11/7/2004 10:29:44 PM From: etchmeister Read Replies (1) of 12230 Hi Bob so far datapoints seem to suggest that PC's (laptops in particular) are doing better than expected. AMD stock price appreciation seems to indicate that AMD is doing very well - but it doesn't seem that INTEL is doing poorly either. AMD and Intel continue (just like NVLS and AMAT) to dogfight within an area of HIGH barrier of entrance while Starbuck sells coffee and donuts ... perhaps AMAT should create some spin off challenging Starbucks???????? I just posted a blurb from Quanta that seems to indicate that PC might be doing better than expected - again just one datapoint

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