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

To: Gottfried who wrote (6707)8/12/2003 10:08:55 AM
From: Proud_Infidel  Respond to of 25522
 
Re: sounds like 'managing by panic' - except for Intel

......and Samsung



To: Gottfried who wrote (6707)8/12/2003 10:40:36 AM
From: Cary Salsberg  Respond to of 25522
 
RE: "'managing by panic'"

That was the traditional mode. Good management means that industry analysts continually forecast future shortages, the article just posted, but they just don't happen. At this point, next quarters results and AMAT $15 vs AMAT $19 is most uninteresting. AMAT $20B sales in 2007-8 is still the proposition that needs debate, but analysts only know what management tells them and management doesn't go much beyond the next quarter.


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