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


To: TI2, TechInvestorToo who wrote (64003)5/24/2002 1:07:10 PM
From: advocatedevil  Read Replies (1) | Respond to of 70976
 
"We would be more aggressive on the semi-equipment stocks at 20-25 percent lower valuations and/or when a clearer picture of end-demand emerges," Goldman said in a note.

biz.yahoo.com

Hmmm, 20-25 percent from yesterday's close would price AMAT in the $19 to $20 range... well hell yeah, I'd be "more aggressive" too! Gotta luv these guys.

AdvocateDevil



To: TI2, TechInvestorToo who wrote (64003)5/24/2002 1:48:26 PM
From: Steve Fancy  Read Replies (1) | Respond to of 70976
 
Didn't Goldman recently announce they were no longer following semi's and semi equips?

Steve