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

To: Alastair McIntosh who wrote (40167)11/30/2000 4:52:09 PM
From: Gottfried  Respond to of 70976
 
Alastair, thanks for the Salomon story. It says

>Salomon said "prices are right but timing is not," and that it believes an additional 15% to 20% decline in large-cap names like Applied Materials (AMAT:Nasdaq - news) is possible. However, the firm also said Applied's bookings could reaccelerate in mid-2001.<

All right-thinking AMAT threaders would agree with that.

Gottfried :)



To: Alastair McIntosh who wrote (40167)11/30/2000 5:17:24 PM
From: daryll40  Respond to of 70976
 
Isn't Salomon one of the lemmings who, just today, cut their GTW price target from about 90 to 30??????????

Daryll40



To: Alastair McIntosh who wrote (40167)11/30/2000 5:33:22 PM
From: Jacob Snyder  Read Replies (1) | Respond to of 70976
 
Add Salomon to the (long) list of lagging indicators. It would have been really useful to read a report like this in early 2000. And, if AMAT bookings are going to go flat till mid-2001, and then re-accelerate (not that they have decelerated much yet), then the window of opportunity to buy this stock is from now till about April 2001.

Nice, very nice, that we closed above 40.


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