Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 328.51

+1.9%

Feb 2 3:59 PM EST

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To: Gottfried who wrote (40337)	12/2/2000 10:23:52 AM
From: Qualified Opinion	Read Replies (2) of 70976

Gottfried, we are seeing the first signs which are earnings warnings.. from box makers and telecommunication companies. The second and third tier companies will probably be affected first. It will probably work its way back through the food chain. It's interesting to listen to the earnings conference calls of technology companies. It seems that the executives are cautious about stating what they really believe in that it might send their stock price into the dumper.

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