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.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Terry Davis who wrote (10435)11/5/1997 8:53:00 PM
From: molemania  Read Replies (1) | Respond to of 70976
 
What happened to the guy from UBS who put a hold on AMAT about 2 weeks ago at 37. Does anyone know what the text of his reasoning was?

Thanks
Dave



To: Terry Davis who wrote (10435)11/6/1997 3:10:00 AM
From: Math Junkie  Respond to of 70976
 
If you prefer to look at it from the point of view of the local currency, then you have to take into account the fact that they are getting more for their chips because of the devaluation. Thus, if their labor costs remain unchanged, they become a smaller percentage of revenue.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News