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Technology Stocks : Semi Equipment Analysis

SOXX 288.52

-0.3%

Nov 14 4:00 PM EST

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To: Donald Wennerstrom who wrote (57210)	8/15/2012 10:17:13 PM
From: The Ox	1 Recommendation Read Replies (1) of 95420

Here's what I posted on the AMAT thread: Last year, net income was 17%. This year it was almost half at 9%, as revenue dropped a little more than 16%. Now the mid-range of their guidance is for revenue to drop 27% yoy. Not pretty at all. I still see the company as a sloth and I find it hard to understand why it's taken them so long to "do a review"!! Shouldn't you have had all your ducks in a row already, especially if you consider this quarter to be "the bottom". Why haven't they been reviewing this stuff all along or if they have, what's the deal here? Personally, I continue to see this as a lousy approach. I don't see much to change my view of the company. Solid products, seriously lousy stock from a shareholder's perspective. Like any stock, if you time it right, you will be rewarded but to expect a reward from this management appears to be asking a TON. As always, I hope I am wrong going forward and AMAT FINALLY figures out how to be a good stock and a good product but .....but.....they haven't done anything in the past few years to make me think "it will be different this time". JMO TO

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