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.

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

To: gambler2 who wrote (13649)	12/19/1997 12:08:00 PM
From: John Chen	Read Replies (1) \| Respond to of 70976

G2: RE:weird. Here is my take on this: 1. they haven't unloaded all of AMAT. 2. Something good is going to happen to amat. 3. small guys sells to 'marginal guys' more than industry leader 'AMAT'. I think it is the case. In the bad time, the big one actually take advantage of the situation because of its staying power.

To: gambler2 who wrote (13649)	12/19/1997 1:50:00 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 70976

"2nd bright picture is that Lehman did downgrade the semi-conductor stocks. They mentioned about 7-8 of them. However AMAT was not mentioned about being downgraded. Weird, huh..???" Not really. The Lehman analyst believes that Applied Materials is a company that specializes in synthetic fabrics. He thinks that the stock price will go up in a recession due to increased purchases of polyester as the consumer does everything possible to reduce their overhead. Gene