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.

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

To: BWAC who wrote (63944)	5/22/2002 9:29:47 PM
From: Return to Sender	Read Replies (1) \| Respond to of 70976

>All I know is AMAT has traded like sh*t all week if you were long. Seemed as if endless shares stood in front of any buying. Almost seems like a setup to me?< It's not just AMAT. All the components of the SOX and the semiconductor group have been weak. finance.yahoo.com^SOXX+ALTR+AMAT+AMD+BRCM+INTC+KLAC+LLTC+LSCC+LSI+MOT+MU+MXIM+NSM+NVLS+TER+TXN+XLNX&d=c&k=c3&t=3m&a=r14&p=b%2Cv&l=on&z=m&q=c To me it is highly doubtful that INTC will announce a 2003 capex cut this early. We are in a Bear Market stuck in a trading range. AMAT at 22 1/2 again in a week or two just on fear alone seems possible to me. Probably a great buy at that price. RtS

To: BWAC who wrote (63944)	5/23/2002 12:30:55 AM
From: Gottfried	Respond to of 70976

BWAC, "they" are trying to keep the semi equipment stocks down. I would like to believe there is no attempt at manipulation, but it's hard when 7 months before 2003 starts there is a rumor of lower Intel capex. CNBC apparently has it in for MSFT, too: Message 17504462 Anyone see today's full page ML ad? Sickening. No admission of wrongdoing, just a promise to serve the investor 'even better'. G.

To: BWAC who wrote (63944)	5/23/2002 2:11:37 PM
From: advocatedevil	Read Replies (2) \| Respond to of 70976

1:24PM Piper Jaffray cautious on semi equipment, Novellus : We are hearing that USB Piper Jaffray is out with a cautious call on the semi equipment sector; supplier contacts saying that Dec qtr shipments are tracking flat with Sept for deposition and edge equipment, yet the Street expects growth of 10-15%; says AMAT will be impacted, but is most cautious on NVLS, which firm believes is expensive and losing share to AMAT (NVLS gives mid-qtr update next Tues). In Play® Briefing.com AdvocateDevil