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: Paul V. who wrote (21888)	7/16/1998 2:14:00 PM
From: TOM KARIS	Read Replies (1) \| Respond to of 70976

NVLS said revenues will be down 25% q3 with net margins - 5% down from the normal 15%. Revenues will go from $142mm to $110mm in q3 &q4. NVLS is a company with leading edge technology and they can't escape the current downturn. And Morgan wants us to believe companies are still ordering leading edge tech when the truth is orders are being pushed out. q2-99 is the earliest for recovery as explained by NVLS. Lookslike the analysts finally told their clients because it looks like some selling is occurring at about 2:00. Just my opinion. Anyone care to comment on the picture painted by NVLS for the next 2 qtrs, and what are your guesses for AMAT revenues in the following 2 qtrs.

To: Paul V. who wrote (21888)	7/16/1998 2:20:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Paul/all, TSM up 11% on 4x volume - no news? Link... quote.yahoo.com Gottfried

To: Paul V. who wrote (21888)	7/16/1998 4:01:00 PM
From: Jacob Snyder	Respond to of 70976

GM: re: " I am scratching my head " Relax. AMAT was in a 32-38 trading range for most of this year, and then slid into a new trading range, 26-32. If you want to get more at 26, just put in a limit order and wait. It will happen. The movement inside this trading range is just Brownian Motion (think of the movement of dust specks in a shaft of sunlight). It will randomly move around within those limits, till the next abrupt discontinuity (probably months from now, down is still my guess, but I get less sure of this as each month goes by). Relax. It's only money.