Formerly About Applied Materials 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.

Politics : Formerly About Applied Materials

AMAT 261.90

+0.4%

Dec 26 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Cary Salsberg who wrote (1802)	9/8/1996 3:03:00 PM
From: jbershad	of 70976

Hi Cary You could be related to these people They originally came from the N.Y. area. If you are I will use your e-mail to let you know. Sorry I took so long to reply. I only got through here once or twice a week. I cannot give you numbers. Intel has stated PC demand is picking up from customers no figures were released. The big buck Pro's on the street that the institutions listen to since aug. 20 have these: COMMENTS (The latest I have?) Dan Niles of Robertson,Stephens &Co (One of best Hi-tech brokers.) raised his 3rd and 4th estimates by $0.05 and more importantly $0.10 respectively for INTC. First Boston named AMAT its featured stock (Aug. 20). About Aug 1 Mike Murphy of the CSTL recommended AMAT. as a blue chip bargain. His numbers lead him to conclude that that the stock will turn in Dec. Rated highly by Hubert. These are sources of numbers If you get them or they will give it to you. In this thread it is discussed that there will be no choice but to upgrade to 0.35 micron for many. On Aug. 20 AMAT announced it has entered into an agreement with Belgium's IMEC to develop advanced metalization process technology. It will install an AMAT Endura HP PVD system at IMEC. This top state of the art that includes a sputter etch module that is critical to 0.25 micron semiconductor maufacturing. It is my feeling that wall street will again discount in advance all these things. Please Cary, the company is selling nearly at its book. It will have earning of a few bucks at least. In the last quarterly report to shareholders which we just got (Don't know if you are one?) the CEO speaks of the fact that memory chips so cheap it will trigger demand based on devices made from them. I listened to their conference call and I am now sure they are one of the best managed companies in the world. They cut back on what they don't need and keep up what they do on research. I hope you are right though and we get a chance to buy more at still lower prices I'm ready to buy more. I would even use margin or sell puts if it went low enough. I do not advise the average investor to do this though. Only if they have the assets. Jerry

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next