SI
SI
discoversearch

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.
Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 165.03+1.0%Nov 24 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: marginmike who wrote (14647)9/6/1998 9:01:00 PM
From: kech  Read Replies (1) of 152472
 
MarginMike - The AMAT story is pretty bad. You know that they were selling big right into their own recommendations? Are there two sets of recommendations - one for in-house consumption and one for public consumption - or does everybody in Goldman just know to short when their analysts recommendations come out to Joe Public?

I can believe the AMAT story but it seems that Abby Cohen has a little of her own credibility at stake to be making these pronouncements solely for the sake of pump n' dump. I know there is also the argument that she is doing it just because of the upcoming Goldman IPO. But she does give an argument along with her recommendation which is than corporate earnings haven't been hit that hard yet, and outside of some financials with direct loan exposure, the earnings are still on track to miss a recession. Her point is that the market, (and Ramsey), have priced assets already as if a recession is in the works.
Tom
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News