Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 254.72

+0.9%

Dec 1 3:59 PM EST

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To: Jacob Snyder who wrote (43919)	3/17/2001 9:12:46 AM
From: Jerome	Read Replies (1) of 70976

Obviously the pain is not spread around evenly. I was interested in companies that will be reporting decent results, although the expectations have been lowered, the lowered expectations would still be pretty good. So far the following suggestions....Aixtron (ADR available?) Emcore NTAP and JNPR GLW (Corning) denies any slowdown. NVLS and KLAC and LRCX and ATML very modest slowdown and hit on earnings. If once again the focus in tech stocks comes down to earnings these companies should rebound quicker. Keep in mind its a theory, and the recent drop in the Nasdaq has killed a whole lot of theories. Jerome

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