Justa,
Even assuming AMAT does pre-announce, the rumors have been flowing this week, which is why we are seeing downward pressure on the stock. The other day it was the only one in my portfolio negative. If AMAT does fall short a la KLAC, what should we expect, an implosion to the 12 range?!?! Look at the chart of KLAC and you'll see the news really wasn't that much of a shocker. Truth be told, most of the bears on the thread talk of asia as if they are privvy to some information when in fact it has already been discounted.
BTW, the bears on the thread are not true bears as you stated. If AMAT is going to 12 or even the teens, why aren't you bears shorting? Jacob, Teri, care to answer???? I suppose I should expect the answer that "we are all long-term bulls," a common refrain among our bears, who for some unknown reason, refuse to take a large position inaccordance with their views. Personally, I like the free exchange of info, but when I see Teri post bearish news only,
(yes, Teri, believe it or not you do) it appears on the surface as if you are trying to talk the stock down. Trying to scare off potential buyers??? I have no idea. The fact remains though this is currently a one-way thread.
BK |
