Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Sam who wrote (50756)	1/13/2011 5:32:13 PM
From: Gottfried	Read Replies (1) \| Respond to of 95632

Sam, it's frustrating if you have a rational mind :) As for me, instead of checking the earnings call I look at after-hours trading. How they react to the news is what counts. Tomorrow we'll hear 'it can only get worse from here'

To: Sam who wrote (50756)	1/13/2011 9:03:00 PM
From: Runomo™	Respond to of 95632

"My question to them is, "When did you look ahead to this quarter? When did this quarter 'count' in your calculations?" They will always say as their excuse for selling, "Just wait, 'x' months from now, things will be worse, ASPs will collapse, GMs can't remain in the 60s." But they said the same things 6 months ago!" nicely put, it's a question relevant not just today but for many quarters now and not just with INTC but with numerous semiconductor companies and not only for this recovery but with other post 2000 semi recoveries, ergo the rationalization of the low sector multiples placed by the analysts. But, a bull market has it's own way of changing these constructs and slowly making many of it's eager advocates look like silly gooses. And I think tomorrow the market will take yet another step in that direction.