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 220.28

-6.4%

Nov 20 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Proud_Infidel who wrote (14666)	4/27/2005 3:54:38 PM
From: Sam Citron	Read Replies (2) of 25522

First, gasoline demand is up, but not up 40%. Then there's the element of risk premium in the crude price, which reflects vulnerability to potential supply shocks and extrinsic demand factors like Chinese macro policies, not just current oil supply/demand situation. Finally there is the pricing power in the US refining industry which has not seen new entrants in 30 years and is undergoing consolidation. Sam

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next