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Politics : Formerly About Applied Materials
AMAT 226.05+1.3%Nov 14 9:30 AM EST

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To: Shoibal Datta who wrote (43991)3/19/2001 8:03:51 PM
From: Gottfried  Read Replies (2) of 70976
 
SD, >they couldn't possibly have known that the news was going to get this bad.<

I'm sure the big money knows about semiconductor equipment cycles and expected orders/shipments/btb to turn down, form a V, and go back up. Maybe that's why KLAC's warning had little effect on stock prices after hours.

Gottfried
for easy reference geocities.com
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