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

To: Proud_Infidel who wrote (19122)	5/25/2006 6:41:18 PM
From: Jerome	Read Replies (2) \| Respond to of 25522

>>>Is this stock officially a POS now?<<< No...... AMAT is a victim of group think today AMAT -.08 LRCX -.08 NVLS + .01 KLAC +.58 at 40 but it's down from 48 last week. Only INTC inched up +.16 Its my opinion that if INTC starts a move upward these four companies will follow. Many believe that if INTC prospers so will these four. Not very scientific...just an uneducated guess. Jerome

To: Proud_Infidel who wrote (19122)	5/25/2006 9:21:25 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 25522

RE: "Is this stock officially a POS now?" YES! Uncertainty is biggest negative on stock prices. The "street" has no ideas about the future of semis and semi-equips. The experts try to squeeze current numbers into an historical model, particularly the negative aspects of the model. If the company is NOT a POS, then the price will come to reflect that, but it could take years.

To: Proud_Infidel who wrote (19122)	5/25/2006 9:23:06 PM
From: etchmeister	Read Replies (3) \| Respond to of 25522

Is this stock officially a POS now? It's hard to overcome perceptions; over the last two years or so we were bombarded almost on a daily base about supply issues for oil - none of these concerns did ever materialize, they did not even come close. Nevertheless we accept the price and get excited when it drops below $70 (did I hear wrong couple days ago that OPEC is going to cut production? what does this tell us?) The same firm (GS) who predicted the oil super spike is extremely negative on this sector and regardless of data they show no intention to change their mind; To: Gottfried who wrote (8687) 2/3/2004 9:15:30 AM From: Brian Read Replies (2) of 19127 Some more negative thoughts on this sector....does ANYONE like this sector? UPDATE - RESEARCH ALERT-Goldman Sachs cuts U.S. chip sector Tuesday February 3, 6:23 am ET LONDON, Feb 3 (Reuters) - Goldman Sachs investment bank said on Tuesday it had cut its recommendation on the U.S. semiconductor capital equipment sector to "neutral" from "attractive". "Despite what we believe will be continued strong fundamentals, we have downgraded our coverage view to 'neutral' from 'attractive'," Goldman analysts said in a report. "We believe that the industry has passed normalized levels of free cash flow and therefore recommend a more cautious stock view." In pure cyclical industries such as the semiconductor equipment industry, stocks peak when the industry reaches normalized cash flow levels, Goldman said. Within its changed sector recommendation, Goldman downgraded Applied Materials (NasdaqNM:AMAT - News), Novellus (NasdaqNM:NVLS - News) and Advanced Energy Industries (NasdaqNM:AEIS - News) to "in-line" from "out-perform", while upgrading KLA-Tencor (NasdaqNM:KLAC - News) and FormFactor (NasdaqNM:FORM - News) to "out-perform" from "in-line".