Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 261.81

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Dec 26 3:59 PM EST

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To: Jerome who wrote (41998)	2/10/2001 12:40:51 PM
From: advocatedevil	of 70976

RE: "Perhaps we should separate the semi-equips into two groups. One would be those that are having a good quarter and outlook, and those that are having much lowered expectations for the rest of the year." Jerome, Donald Wennerstrom (SI: StockTalk: Semiconductors : Wennerstrom Semi Equipment Analysis) posts some interesting lists ranking about 30 semi-equip cos by various methods: PEG, changes in earnings estimates, etc. For example: First Call estimates for the entire group dropped about 5% during the two week period ending 2/8. Subject 37144 AdvocateDevil

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