SI
SI
discoversearch

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


To: robert b furman who wrote (12091)11/18/2004 9:17:40 AM
From: BWAC  Read Replies (1) | Respond to of 25522
 
You also hear alot of squealing before pigs are led to slaughter.

I see NVLS will grace us with their midquarter update on Nov 30. Seems to me like AMAT business deteriorated even more since NVLS last reported. Could that be a setup for NVLS to increase the bad news?

Also KLIC sees declining revenue this morning. Below analyst estimates for whatever those estimates are worth.