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 235.24

+4.5%

Nov 19 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: etchmeister who wrote (19129)	5/26/2006 7:10:29 AM
From: Proud_Infidel	Read Replies (2) of 25522

Re: The same firm (GS) who predicted the oil super spike is extremely negative on this sector and regardless of data they show no intention to change their mind; Point taken. But is one firms negativity enough to hold the price down? Two things I waited for in this sector which I believed would lead to improving stock prices were semiconductor revenues above 2000 levels and SCE revenues above 2000 levels. Well, the first happened years ago and it looks like the second will happen this year, with even better revenues in the years ahead because of the orderly ordering we have been witnessing from the semi players. But, for some inexplicable reason this is not translating into higher stock prices. What now? If these stocks do not go up on "better than bubble" fundamentals, when will they?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next