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: Thomas J. Smith who wrote (30044)	5/10/1999 6:28:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Thomas, you're right. That's why I think there are TWO whisper numbers, one for the public and another one thats really secret. Since I'm in for the long haul [until the stock price peaks], I personally don't care much which way price goes in the next few days. Those who trade during this time are not to be envied. It seems very difficult to outsmart those in the know. As you said, AMAT is on a downtrend - easily seen on a weekly chart. iqc.com G.

To: Thomas J. Smith who wrote (30044)	5/10/1999 7:50:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Thomas, Hold for the earnings if you believe they are going to be in the 32 to 40 cents range. Or..... If you have amassed huge amounts of capital gains or.... Have trouble knowing which direction AMAT will move on a day to day basis or.... Believe we are in the early phases of a multi-year recovery.........

To: Thomas J. Smith who wrote (30044)	5/10/1999 7:57:00 PM
From: Jeffrey D	Respond to of 70976

Thomas, watch CSCO tomorrow and the reaction to their earnings. It is also a company like AMAT that is "richly" valued. It, like AMAT, is the gorilla of its field. It, like AMAT, has a bunch of analysts advising how great their earnings will be and reiterating "buy" ratings. It, like AMAT, will probably crush published earnings estimates. So, if positive earnings surprise is already built in to CSCO's present stock price it will likely be the same for AMAT. Jeff