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

To: Proud_Infidel who wrote (7422)10/6/2003 9:31:09 AM
From: Alastair McIntosh  Respond to of 25522
 
Brian, FWIW CSFB seems to be the most bearish on AMAT. Their estimate (as of Aug 19) for Q1-04 revenue is $1.15B with FY04 total revenue of $5.2B and $0.33 EPS. Their target price is $18.



To: Proud_Infidel who wrote (7422)10/6/2003 9:48:14 AM
From: Gottfried  Respond to of 25522
 
Brian, well - BofA must say something occasionally to keep the fiction they 'know' alive. Raising and lowering by such small amounts is safe but has zero information content.

Gottfried - who doesn't know either


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