Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 256.89

-1.2%

Dec 31 3:59 PM EST

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To: John Trader who wrote (42102)	2/13/2001 2:40:18 PM
From: michael97123	Read Replies (1) of 70976

John, I am betting on an initial down move in extended markets and back up tomorrow during the day. So yes it is priced in and there are less weak hands here than was the case in cisco. Does anyone think there may be something positive in the earnings or guidance? Alex Brown was talking 60 cents with consensus now at 63 so maybe 63 would be viewed positively. As far as guidance goes, maybe it gets better for 2nd half, something cisco didnt really do. Cisco set the bar low so they could beat the street again soon. Being cyclical Amat mgt. may have a different agenda and may be more upbeat. Mike

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