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.

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

To: Paul V. who wrote (4536)	12/20/2002 12:24:46 AM
From: Cary Salsberg	Read Replies (2) \| Respond to of 25522

RE: "What is your, Lizzie, and other threaders, opinions regarding the article?" The article is another rehash of the bear view of technology. It is very short term oriented, it doesn't use much actual or forecasted data, and this, supposedly sophisticated investor, doesn't seem to know why P/S and PE should be higher when business is bad than when it is good.

To: Paul V. who wrote (4536)	12/20/2002 10:22:10 AM
From: Sam Citron	Read Replies (1) \| Respond to of 25522

Paul, What is your source for the BP data? A link to a URL when you cut and paste would by highly appreciated. Sam

To: Paul V. who wrote (4536)	12/20/2002 8:21:42 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 25522

Pail V., I just noticed you asked me about this Fred Hickey commentary. Maybe because I said something about Fred Hickey on another thread... I think most here know I know very little about Applied's business other than the info I get from friends that work there. WRT Fred Hickey though, the consistent theme I see in his prognostications, is that he in no way includes international growth in his forecasts. The big driver to technology going forward is the internet buildout in china, the factory automation buildout in China and all the infrastructure that goes with outsourced production. At least that is what we are working towards in supply chain software. Fred Hickey never mentions that, he just says "demand for PCs stinks" based on his perusal of the local Circuit City. I should say I don't know if the china buildout will be bullish for PCs or Applied. I assume it will be bullish at least for Applied. Lizzie edit- this is not to say there is no explosive growth in N America anymore... e-commerce is exceeding to the upside, notice the strength in ecommerce stocks amzn and beas.