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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?


To: Jeffrey D who wrote (2582)8/21/2002 11:08:33 AM
From: Gottfried  Read Replies (1) | Respond to of 25522
 
Jeffrey, 'estimating' the btb should be outlawed.<vbg> What good does it do? Even the official numbers from SEMI are subject to restatement for a month. The Goldman Sachs's just want their name in print and want to give the appearance of possessing wisdom.

G.



To: Jeffrey D who wrote (2582)8/21/2002 11:29:08 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 25522
 
The BTB is a 3 month avg. I find it hard to believe GS could be so far off with their projection of .97. I am hoping they were looking at July only, similar to the recent VLSI call of a .77 BTB for July only. If not, these guys are even worse than I thought, and I am not sure that is possible:-)

Brian



To: Jeffrey D who wrote (2582)8/23/2002 9:36:34 AM
From: Proud_Infidel  Read Replies (2) | Respond to of 25522
 
Another case of manic/depressive behavior, or criminality?

Today:

Applied Materials (AMAT / Nasdaq)
Bank of America Montgomery
Cutting our 2003 estimate to $0.27 per share, to reflect recent foundry CapEx cuts. Maintain Buy rating and $19 price target

August 16th:

"Our view is the stocks aren't expensive," said Banc of America Securities chip equipment analyst Mark FitzGerald.
Message 17893867