Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: Cary Salsberg who wrote (45929)	4/26/2001 9:09:46 PM
From: Jerome	Read Replies (1) of 70976

Some signs that the bottom is already set...... For those interested read the reports, just released today by GLW, VSH, and AMKR..... All three companies are predicting a modest decline next quarter except for GLW which is predicting about 20 to 25 % growth in the fiber optic area. (good news for CSCO). The difference in these reports versus those that came out last week is that these companies are giving very precise guidance for the next quarter. None of that fog stuff that was ao much in vogue last week. It is my opinion that with solid guidance for the next quarter investors will step to the plate. Jerome

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