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Politics : Formerly About Applied Materials

AMAT 220.28

-6.4%

Nov 20 3:59 PM EST

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To: StanX Long who wrote (51635)	9/6/2001 7:34:05 PM
From: Math Junkie	Read Replies (2) of 70976

OK, let's see where we stand. -KLA-Tencor reaffirms guidance. -Intel reaffirms guidance and capex, although they will hold off on 2002 capex guidance until January. [In edit, Bill states that this is normal.] -National Semi meets expectations, says bookings increased during the quarter. Sites increased demand from wireless, display, and PC customers. -Although Mototola warned that sales will be flat instead of their previous forecast of up 5% sequentially, of significance to equipment makers is that they also expect Q3 semiconductor orders to be up sequentially. -Best Buy, a major consumer electronics chain, will far exceed earnings estimates, siting robust sales of DVD players, digital TVs, and digital cameras. -Leading economic indicators are improving. ( dismal.com ) I have now canceled the GTC sell orders on my trading positions.

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