Jtechkid,
Re: "either two things-the whole group is in bigger trouble than i believe or amat is having specific problems. also, amat got hurt because last quarter they closed 50% of their sale..."
From your posts, it sounds like you've been putting some stock in what Gus Richards (H&Q) thinks or says. IMHO, this is not a good idea. We've been over this before; he downgraded in Jun '97 at ~ 60/pre-split (30 in today's shares) and then put a "buy" back on the stock at ~ 35/sh (today's shares)... WAY EARLY (on both ends). And a person might overlook the early downgrade, except for this.... his reasoning was **completely out there**... talked about order pushouts that NEVER materialized.... In other words, I question his..... everything.
Aki, BB, Jacob, Andrew, Katherine, Ramsey... whatdoyaknow, we're doing okay so far in the semi-wars. I'm not happy that some people's stock(s) may go down, but sometimes it really does get irritating listening to the rabid bulls rant and rave. Course, we can always just hit "next" and I do that sometimes. (Jtech's posts aren't like that though; he argues nicely on either side of the fence.) |
