Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 235.24

+4.5%

Nov 19 3:59 PM EST

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To: scott_jiminez who wrote (39104)	11/3/2000 7:49:34 AM
From: t2	Read Replies (1) of 70976

IDT reaffirms outlook for 3rd Fiscal quater. Looks like most semis are doing well with the odd exception. Among the semi equipment stocks, KLIC looks like the laggard. 2 bad reports from them back to back. Why would it be unusual to get 1 company not making numbers in this sector? I am of the opinion that there will always be such companies and the investors will recognize where the winners are---and I think AMAT and a few others are the winners. biz.yahoo.com

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