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Strategies & Market Trends : Sharck Soup
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To: Dave Gore who wrote (19495)5/1/2001 1:03:16 PM
From: Wes Stevens   of 37746
 
Pick your choice of analyst:

12:28 ET Applied Materials (AMAT) 52.65 -1.95: Hearing that SG Cowen made negative comments; said bookings were weak in the month of March at about $100 mln vs $1 bln in March 2000 -- AMAT is on an April qtr.

01-May-01
Applied Materials (AMAT) 52.30 -2.30: WF Van Kasper upgrades to BUY from MARKET PERFORM; firm anticipates company's results to essentially match guidance, which was reiterated in late March, and firm's estimates of $1.95 billion in revenues and $0.34 in EPS when it reports on 5/15.
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