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Dan Jacome » Comments » AMAT

  • Cramer's Mad Money - Four Tech Horseman Gallop Again (2/2/09) [View article]
    for MHS, IMS data thinks $130B worth of Rx drugs will come off patent by 2012....there is different data out there...
    Feb 03 14:51 pm |Rating: 0 0 |Link to Comment
  • Cramer's Mad Money - The Good, the Bad and the Ugly (1/30/09) [View article]
    UNH WLP HUM all good qs - Cramer is wrong
    Feb 02 13:44 pm |Rating: 0 0 |Link to Comment
  • Cramer's Mad Money - The Good, the Bad and the Ugly (1/30/09) [View article]
    bad call on AET and I told him so - he is trying crush the $HMO index pop as the qtrs are coming out and all 3 so far beating expectations -
    Feb 02 13:44 pm |Rating: 0 0 |Link to Comment
  • Top Ten Tech Surprises in 2009: Low Probability, High Consequence Edition [View article]
    what is the bull case for CERN? any "out of character" calls on healthcare in general?
    Jan 11 00:01 am |Rating: +1 0 |Link to Comment
  • Former Wall St. Favorites Currently in Single Digit Territory [View article]
    RAD, CC, BGP are retailers that are also < 1 buck
    Nov 24 10:03 am |Rating: 0 0 |Link to Comment
  • Are Mattson, Semitool, or Aixtron Possible Targets For AMAT? [View article]
    MTSN spkes 10% after Stifel goes on CNBC and says MTSN is bait for LRCX....We've been talking about MTSN as bait for a year at least, this stock needs to be watched..Stifel may have some info from the new CFO as to what is in the cards for this company. Cos get bought out at the trough/bottom of cycle, when EPS is depressed and stocks look expensive...
    Jul 10 16:09 pm |Rating: 0 0 |Link to Comment
  • Are Mattson, Semitool, or Aixtron Possible Targets For AMAT? [View article]
    SMTL insiders wont sell; MTSN will sell if given the opportunity. Also, MTSN just got a new CFO, something to look at closer.
    Jun 13 15:05 pm |Rating: 0 0 |Link to Comment
  • Memory Chip Makers Rally on Lower CapEx News [View article]
    Looking further down the food chain, any thoughts on the semi eqpt names?

    Sentiment in select names seems to suggest we may be bottoming.

    Pays to note that the chip eqpt group discounts info @ least 6 mths ahead.

    VSEA still looks like the best name in the group, for some reason its the name our buy side friends keep warming up to - indeed, since hitting rock bottom at 30, its run up close to 10 pts!!
    May 14 20:45 pm |Rating: 0 0 |Link to Comment
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