November 16, 2012 at 12:53 PM EST
AAPL: AMAT’s Weak Outlook Points to Supply Uncertainty, Says Credit Suisse
The disappointing fiscal Q1 outlook from chip equipment maker Applied Materials (AMAT) yesterday afternoon has largely been chalked up to an overall tough global macroeconomic situation, but at least one analyst today was linking the matter to spending by Samsung Electronics (005930KS) and the outlook for one of its largest customers, Apple (AAPL). Credit Suisse [...]
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