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.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: Giordano Bruno who wrote (255250)	8/12/2003 3:16:43 PM
From: MythMan	Read Replies (2) \| Respond to of 436258

step up and get your semis.... >>3:14PM Applied Materials Earnings Preview (AMAT) 18.29 -0.05: The semiconductor capital equipment behemoth reports its Q3 after the close today with Reuters Research earnings consensus of $0.04 per share and revs of $1.1 bln. Banc of America Securities suspects there is little that AMAT can report that can "stem" current sell-off unless guidance exceeds the optimistic forecast. Firm believes the probability of beating is low with the stock likely heading back to $15. Analyst believes Dell's earnings announcement Thu will have more of an impact on AMAT given the implications of data for end market demand (which is currently still weak).On the other hand, SG Cowen believes the co's DRAM orders should be strong with 10% order guidance for the Oct quarter. Firm believes stock is poised to move higher as recovery "plays out". Analyst recommends building positions on weakness.