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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?


To: Techplayer who wrote (39477)5/13/2003 2:23:30 PM
From: orkrious  Read Replies (1) | Respond to of 57110
 
I added to my already substantial amat position this am.

news like this isn't going to be good for them

investorshub.com

add in way too much capacity in semi land and sars having an impact on asian electronics sales and amat is expensive at half the price



To: Techplayer who wrote (39477)5/13/2003 2:35:50 PM
From: Oral Roberts  Read Replies (2) | Respond to of 57110
 
I believe I was short AMAT last quarter when they missed, warned and said in forward guidance that they had none and I believe they were up about 25% the next day.

I wouldn't short that bloated POS with your money and recommend everyone else avoid that anti christ SOB.



To: Techplayer who wrote (39477)5/13/2003 2:41:43 PM
From: Jorj X Mckie  Read Replies (1) | Respond to of 57110
 
it looks toppy to me....but, I am going to wait for AH and see if there is a little short squeeze in anticipation of earnings. Semi B2B tomorrow too should give some flavor to the semis.