Applied Materials No-Politics Thread (AMAT) Message Board

Sponsor

To: Gottfried who wrote (24409)	8/3/2010 2:49:38 PM
From: etchmeister	2 Recommendations Read Replies (2) of 25272

the big money is keeping equipment stocks down until they are ready to invest It's like being 5 yard away from the end zone while the other team (analyst community) is running out the clock by calling one peak after the other. I noticed a few "odd" things: 1.) NVLS took the unusual step giving forward guidance during mid quarter up date (how many times did they do this?) - NVLS had to this because EPS estimates maintained by the "financial community" were completely screwed up and completely off synch. But even this did not even initiate a sustainable upwards trend although forward EPS continued to go up 2.) No response to bookings nor upwards EPS revisions 3.) Back in January Intel was called "dead money" by GS although Intel delivered. Though Intel might have some issues but they could not have done any better. 4.) This upturn came far earlier and a lot stronger compared what Big Money expected 5.)It's completely a buy and sell for a nickel market - and do it over and over again