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 : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (30467)5/16/2006 5:43:27 PM
From: BWAC  Read Replies (2) | Respond to of 95500
 
<Could the reason AMAT is taking a hit because they moved $2.5B out of cash and put it into long-term investments? Ergo, this will be less $$ to pay back in dividends?>

There you go feeling 'entitled' again.



To: Proud_Infidel who wrote (30467)5/16/2006 5:47:13 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95500
 
We are getting close to the beginning of 2H06. With AMAT's report tonight specifically calling 2H06 strong, and stating they expect a 5 to 10 percent order increase in their 3rd quarter, the "cycle theory" of a down 2H06 is starting to crack.

More information is beginning to become available for 2H06. It won't be long until we find out which scenario is the more likely to happen.

Don


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News