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 242.41

+5.0%

Nov 25 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: David Aegis who wrote (19338)	5/12/1998 6:37:00 PM
From: jtechkid	Read Replies (1) of 70976

this thing will test the lows this summer. if you know amat or have followed the company in the past iprobably the most cautious or negative calls on the company. take for granted , most of the past eps have been very strong. if you are looking for a quick recovery, its not happening. we have a ways to go. my feeling is in the last three weeks from my sources business really went down dramatically. i believe amat if we do not see pick by the end of the quarter you will see layoffs. also, i thought it was funny that management stated that amat could remain profitable during and downturn revenue ,serious who said something about profitability? over all, regards to the risks stock is overvalued. it will be intersting what these firms do with amat. the big negative i have with this is wall street reports that i have read have been awful-and clearly misunderstood. i lot of the reports as i stated said we will se no more revisions which they were dead wrong. i'm now looking for eps this year of around 1.18-1.22 this year, if nothing bad happens. trading at 3xsales, with eps and revenues sequentially moving down the stock in trouble. the only good thing is the market is a bubble. but, if the market takes a hit , this stock will get hit hard since no good news is coming to 1999. that is a very bad book to bill regarding amat.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next