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

To: Proud_Infidel who wrote (7793)	10/28/2003 12:59:54 PM
From: rhering	Read Replies (1) \| Respond to of 25522

Brian, <<Kind of stating the obvious, aren't they?>> Yes, it never amazes me that people can get paid to make these inciteful postgame comments. I'm surprised they didn't suggest the Marlins would win the Series. Being long however, I will accept the piling on :). On a related topic... I wonder how many of Goldman's customers were savvy enough to follow their advice to sell on September 19 and buy in on September 30 to maximize their profit. I think these guys are either stupid or corrupt. For his sake, I only hope whoever dreamed up the following call at Goldman Sachs (see their September 19 comment below) can kick field goals. The 49ers have a desperate need for one. Regards, Roger Goldman sees chip equip stocks pressure Last Update: 9/18/2003 7:38:42 AM LONDON (CBS.MW) -- Semiconductor equipment stocks turned lower in pre-opentrading amid some negative comment from Goldman Sachs. Applied Materials and KLA-Tencor were down 1.9 percent at $20.71 and 0.3 percent at $57.21 respectively on Instinet. "We are incrementally more negative on the semi equipment stocks," Goldman said. "While we remain convinced that the equipment industry has begun a cyclical upturn and that the stocks won't peak for the cycle until the industry reaches normalized levels of cash flow in early 2004, we believe it is likely that the stocks will trade down 15 percent before resuming their upward move. The potential catalyst for the selloff is the equipment companies offering conservative fourth quarter sequential order guidance."