Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 259.92

-1.1%

Dec 30 3:59 PM EST

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To: michael97123 who wrote (51573)	9/6/2001 1:18:27 PM
From: Jerome	Read Replies (1) of 70976

Mike...do you recall the last time Motorola has not warned? Look at Mattson today (MTSN -2.40 @ 6.10) with no significant news..same guidance as last month. The .VIX index is approaching the fear level (volatility index...fear level is 35). I don't think that its possible for good news from INTC to move the market anywhere but down. And then there is the KLAC announcement. Given the current market outlook, business for the semi- equipment companies may improve and the stocks may not rally. All good news is viewed as temporary. Regards, Jerome

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