Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.87

+4.6%

Jan 2 9:30 AM EST

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To: Gottfried who wrote (50516)	8/14/2001 5:53:16 PM
From: Paul V.	Read Replies (3) of 70976

Gottfried and threaders, psychologically, tomorrow will be most interesting how the analyst and market responds. Will the glass be half full or half empty!! My hunch is they will feel it is half full since AMAT beat the street by $.02 ($.05 to $.03 EPS) and REV's and with a BTB # of 0.90 even though its sales were down. When you place the data against the market/earnings, and year out forecast, etc AMAT's price should continue up in Tito's YoYo fashion. I expect AMAT to break its previous DW double top. Question's: Is AMAT taking market share from the other Equipment makers since they appear to have a higher BTB than the last data Gottfried and I track? How does the orders and shipments appear to be in relation to the BTB? Just my opinions. Paul

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