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

To: Gottfried who wrote (25400)	8/4/2015 10:41:55 AM
From: The Ox	Read Replies (1) \| Respond to of 25522

Overall, I'd say AMAT is a good bet here if you have a long term horizon but I think they chose to lower the bar substantially after the failed merger. I know I'm fairly disappointed by their outlook and the past few quarterly reports. While I understand their caution and think it's wise not to be too aggressive, I can't help but think they've turned off a large portion of their potential investors at this time. Some of this was not of their making, as the merger looked like a terrific bet for both companies. Now, individually, they don't look as good and understandably so. With this in mind, I'd say that it will require them to raise the bar or outperform their expectations before investors will come running back in. Good company, terrific products but I'm not sure they're a "good stock" at this moment. Maybe I'm just expecting to buy them lower and "talking my book", so to speak<g>....