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

To: robert b furman who wrote (11029)	7/28/2004 2:12:54 PM
From: Proud_Infidel	Respond to of 25522

Are any of the people dumping these stocks actually looking at what was said in the research note? "We see this as an extended fundamental cycle, not a downturn," said Deahna, "a number of equipment companies will have the ability to demonstrate historically solid margin and cash flow results." marketwatch.com

To: robert b furman who wrote (11029)	7/28/2004 3:08:02 PM
From: Big Bucks	Read Replies (1) \| Respond to of 25522

Interesting that AMAT is receiving further downside analysis when it appears that they will have another fantastic quarter. Quarterly report only 3 weeks away. Is this a new tactic by analysts to trash mouth the stock several weeks before excellent earnings are expected to drive out smaller investors, before the firms buy and raise guidance to create another up wave..... Seems like they did the same thing the last 2 quarters, downgrade into excellent earnings and increasing orders.