Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 229.05

+1.3%

12:57 PM EST

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To: Proud_Infidel who wrote (33660)	1/7/2000 12:51:00 PM
From: Tony Viola	Read Replies (1) of 70976

Brian, All I can do is shake my head....these guys are morons. LRCX also upgraded yet it is down today 4+ points while the NAZ is up 2%. Frustrating to say the least. As long as the LT picture remains intact though and demand remains strong, I guess I shouldn't grouse. We're getting one-a-day negatives on the techs. First Gateway (blaiming Intel), then LU and now AMAT. Can't say analysts' conspiracy because two of them (GTW and LU) came out of the mouths of companies. FWIW and WDIK, but I think Intel is fine for the quarter, and the other tech gorillas Microsoft and Cisco, same. Hopefully, that's it for the bad news. MIS problem, trying to remember another company, maybe as much as a year ago, that reported something like this (not that this came out of AMAT's mouth. Or did it?). Tony

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