Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: DlphcOracl who wrote (5709)	11/14/2001 4:52:41 PM
From: t2	Read Replies (2) \| Respond to of 99280

re: AMAT. I am not as concerned after seeing this earnings report. Company issuing bullish general commentary. Given the orders as of October 31, it looks like guidance for next quarter will probably be in line with expectations--at least in revenues. EPS is probably more uncertain. So far no actual information on guidance yet. Getting back the general bullish commentary..that may carry more weight this time around. CEO was talking about how old fabs are being shut down by the industry, meaning that they will not be able to deal with new demand as orders pick up. That is a very bullish scenario that he is setting up, given the stimulas in the economy (especially the low interest rates). That is, I would probably consider buying for a daytrade if we get a weak open on this stock tomorrow.