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Applied Materials, Inc. Message Board

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  • markofbklyn markofbklyn Aug 19, 2004 7:45 PM Flag

    AMAT'S management

    the reason why they guide lower is because the stock will stay low and the company can buy more shares back in the open mkt. if they guided higher the stock would have been much higher (great for shareholders), and would have caused the company to spend more to buy back more shares. keep a low price and you can buy much more. next earnings i belive in my opinion. they beat the est. again and the stock will run. do your own research

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    • Actually I have done so much "due diligence" on AMAT, I could qualify as a lay authority. That is what's so frustrating, there is no reason why a stock of this caliber should be trading at these valuations, except poor guidance by management and a willingness by the pundits to trash it.
      The slide started after NVLS reported in the previous quarter. The sector came under selling pressure because the analysts said the peak had come, and that the third and fourth quarters were "toast" for chip eqpt providers. AMAT came along with great earnings and vague guidance, and reinforced the belief. KLAC, et al continued in the same vein and the slide slid on, supposedly not to abate until '07.
      Of course the fact that the sector was still expanding didn't seemed to factor into the equation.
      When AMAT came out Tuesday and essentially gave the same type of vague guidance as per the last quarter, the stage was set for another stockholder screwing.....which normally I wouldn't mind if there was adequate foreplay.
      As for your read on Mgt's motives, it sounds plausible. I suppose when their window of opportunity comes around to inside sell, the trend will reverse until they get their fill.

      • 1 Reply to twnot2003
      • I don't think it is worth the time it takes to do all the research on these companies. Chip equipment is just one sector of the Nasdaq, and when the Nasdaq starts to trend down these companies lead the way. It works the same for the way up. I respect your comments on the company but this must be a frustrating way to invest.

        Have we found a bottom yet? Maybe but I don't see any evidence yet to support this.


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