Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.88

-1.0%

3:59 PM EST

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To: Jacob Snyder who wrote (45862)	4/24/2001 8:26:03 PM
From: orkrious	Read Replies (1) of 70976

If we drift down for another couple of days, and AMAT gets below 51, and NVLS gets below 48, I'll feel a whole lot more comfortable holding puts. If I were you, I wouldn't worry. Did anyone notice what CYMI said tonight: biz.yahoo.com . Our ongoing market analysis projects continued slowing in capacity related buys in deep ultraviolet (DUV) lithography. With fabs operating at a fraction of their capacity, we anticipate more announcements by chipmakers of further reductions or delays in their capital spending plans for 2001. Given current industry conditions, including lack of visibility, we are not forecasting beyond the current quarter.'' Jay

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