Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 252.25

+0.9%

Nov 28 9:30 AM EST

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From: etchmeister	10/8/2010 1:06:56 PM
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Adds Kim: “We are not convinced CapEx will increase in 2011, but even if it were, we still expect a spending gap to mid 2011 when new fab shells are set to open. Hence, we look for [the] stocks to pull back.” The first "the cycle peaked" downgrade came in at the end of January - 8 months ago... Now what's going to happen after a spending gap? Are they going to be asleep at the wheel again like they were and Hill will have to tell what earnings could be? Even with capex up we can not go up at this point - you do not need to be an analyst to figure that out. AMAT is not even down (I believe) because it's probably not attractive to short sellers - looks like the coyotes picked the Lamb. They going to pump Hill for his opinion about 2011 - they always do.

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