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


To: etchmeister who wrote (24454)8/14/2010 10:03:46 PM
From: Cary Salsberg  Respond to of 25522
 
As far back as I can remember and as well as I can, ALTR and XLNX always fall in response to the CSCO conference call.

Usually, it is in response to something about component costs or inventory, which favors CSCO and is unfavorable for its suppliers.

This time, CSCO mentioned cautious customers and it went down with its suppliers.