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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (39026)	11/1/2000 8:47:42 AM
From: michael97123	Read Replies (1) \| Respond to of 70976

If thats all it is I will buy more. In October, a very bad nasdaq month to say the least, we had 3 of the biggest daily gains for nasdaq. After each one it seems, we get the analysts trying to take major individual stocks and sectors out. Is this a coincidence? Am I getting paranoid or beginning to believe the conspiracy theories over at Yahoo? Once again this downgrade might explain last weeks "puts" story on one hand while giving institutions the ability to load up prior to earnings. Maybe the timing of this downgrade provides cover for all of this tax loss selling and window dressing that has been going on. For example, a fund sold a semi-equip stock at depressed levels last week to offset gains and now in november needs it or a similar stock back in the portfolio at a better price??? So analyst to the rescue. Is there anybody on this thread who believes that AMAT earnings, revenues and projections will be less than stellar? If so speak up.

To: orkrious who wrote (39026)	11/1/2000 10:34:59 AM
From: Fred Levine	Read Replies (3) \| Respond to of 70976

Anyone know why MSDW downgraded? It seems that orders are strong, and at worst, growth may have slowed but is still robust. fred

To: orkrious who wrote (39026)	11/1/2000 10:46:34 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

A little late is an understatement. What new news came out as the basis for this? I don't believe there is any; merely an attempt to grab more before it runs. ************************************ Applied Materials Cut to 'Outperform' at Morgan Stanley DW 11/1/00 5:30:00 AM Source: Bloomberg News Princeton, New Jersey, Nov. 1 (Bloomberg Data) -- Applied Materials Inc. (AMAT US) was downgraded to ''outperform'' from ''strong buy'' by analyst Jay Deahna at Morgan Stanley Dean Witter.