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

To: t2 who wrote (66591)5/13/2002 9:57:23 PM
From: orkrious  Respond to of 99280
 
However, if they don't raise guidance for next quarter, that could be enough to trigger a sell off in the stock as expectations are very high.



They will get annihilated if guidance isn't raised

I wonder if new orders for AMAT slowed down enough in the past 1 month to possibly make them a little less bullish

I wondered the same thing. I wonder if the fall in memory prices hasn't caused some Asian memory makers to rethink their plans.


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