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

To: Jurgen who wrote (41973)2/9/2001 4:10:57 PM
From: Jacob Snyder  Read Replies (1) | Respond to of 70976
 
re: Earnings desaster or muted reaction with most of the bad news priced in ?

After earnings reports, AMAT doesn't move based on current earnings. It's guidance which moves the stock. I expect them to say: bad for the next 3-6 months (lower orders, lower earnings guidance, etc), and no visibility beyond that. And most of that, I think, is already in the stock.

It is impressive that, on a day when a very big semi announces they will be slashing capex, AMAT is up. If news like that doesn't bring down AMAT, what could?

Still have a AMAT limit order at 40 pending.

Wish I'd waited a day to buy CSCO.



To: Jurgen who wrote (41973)2/9/2001 9:12:47 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Jurgen, >What do you guys expect from AMAT next week<

It will go below 40. Just a guess. :)

Gottfried



To: Jurgen who wrote (41973)2/10/2001 12:59:09 AM
From: Andreas  Read Replies (2) | Respond to of 70976
 
I would not be surprised to see earnings for 2001 be guided down by 50% (to around $1 and change). In that case, amat is nowhere near the bottom. Will that happen? I don't know - I'm just saying I would not be surprised.


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