*AV*--Everyone please go to the SI Home page and read the AMAT Quarterly earnings report which camew out yesterday. No wyou know why I am so up on the semis. Read it and re-read it. Business was good and business is good and big bad AMAT is going to rule the world. They are the equivalent of INTC in the semiconductor sector, INTC is tops in ICs and AMAT is tops in semi equipment.
Go back through my posts and see which stocks I admitted to loading up on over the past week, and how they have fared as of today. I am tempted to exit LRCX due to precipitious profits in a short time.
AMAT was marked up 5 points prior to the open and opened up >4.5. Your UTEK is at 27.
Three of you gave me a good reason to post but none of you even botheres to offer me a cookie. I want to use the "drug induced dementia" excuse, stated to Patrick, "I love you man", and finally,
the clincher,
Thank you smartin for airing your dirty laundry on to this thread. It served no purpose but to create discord and aggravation. You have succeeded in that and you have succeeded to irritate me. So that should bring a giidy smile to your face. A more respectful way of presenting your case would have been to just list the posts from the ADVR thread and invite the people over there for the unabridged donnybrook. And you want to know why I am growing tired of this? I am now looking forward to a nice reply from James Colter defending you. But when you do, James, make it a real good one because it has to last you. I will not reply back
BTW-the email written to me was very unflattering and a type of threat was made that could affect my relationship with some notable and respected financial analysts that most of you read on a daily or weekly basis. Ruining that relationship cuts off a valuable supply of information that I am able to receive to benefit those on this thread. It also could exclude me from very informative what if conversations with analysts, their extremely prominent clients (people and institutions), sitting on earnings conference calls, and simultaneous release of news stories as they become available. Timing is everything in the market as can be seen today. Public information about AMAT was discussed here and there which convinced me that the Quarter was going to be good and have a ripple effect in the market. To state that would have been another form of hype. I guess I will consider the threat an idle one as suggested by others.
PS-Scott, you had the best response, IMHO. |
