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 269.55

+0.3%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Kumar Nathan who wrote (13955)	12/31/1997 11:59:00 AM
From: davesd	Read Replies (3) of 70976

Kumar.....I checked with my sources and heard similar things.....they have had pushouts this quarter (6 months or more), but they have enough flex in the backlog to make up for most of the pushouts. However, from what I understand, AMAT is starting to dig in it's heels for a couple of slow quaters in 1998. AMAT may meet this quarters earnings, but I strongly suspect that we will here cautious words for the next two quarters. And if history repeats itself....in 1996 AMAT stock started correcting before the industry admitted that we were headed for a slowdown. However, once AMAT admitted it...the stock fell to it's lowest for the period. Question is......we have already corrected alot, but AMAT is still sticking with the story that all is well...will we see more downside if AMAT announces that the next couple quarters look weak?? dave

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next