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: Proud_Infidel who wrote (6691)	8/11/2003 7:09:50 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 25522

RtS has a report on AMAT and Dell of interest buried in the RobBlack.report on his thread as follows: investorshub.com <Boxmakers . . . Fitzgerald at Banc of America believes there is little that Applied Materials can say when it reports fiscal third quarter results Tuesday that could stem a slide in its stock price to $15, except perhaps an outlook that surpasses even the most optimistic forecasts. Fitzgerald feels that is unlikely. He said end-market demand is still "weak," and therefore Dell Computer's earnings report, slated for release on Aug. 14, will have a "far bigger impact" on Applied Materials' stock price than anything Applied Materials reports. "Without supporting news in the end markets the good news in the semi-equipment sector at these valuations is a reason to sell, not to accumulate," Fitzgerald said.>