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 307.20

+0.9%

Jan 12 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Big Bucks who wrote (14271)	4/13/2005 1:35:21 PM
From: Cary Salsberg	Read Replies (3) of 25522

RE: "...how is AMAT doing this morning?" The impetus for the lower prices, today, is ASML's quarterly report. I just listened to ASML's 30 minute conference call with the press and I will listen to the 60 minute analyst's call later. I suppose everyone will be surprised to learn that ASML beat expectations by $0.04 and reported sterling results by all measures. Management is very satisfied, confident, and optimistic. The stock is down 6.5% because orders and backlog are declining. Management expects a flat 2005, echoing research houses, and expects to be profitable every quarter. Management expects orders to pick up, but can't be certain enough to forecast when and how much.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next