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Politics : Formerly About Applied Materials
AMAT 228.68-2.7%3:59 PM EST
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To: Proud_Infidel who wrote (52751)9/21/2001 9:25:08 AM
From: Sun Tzu  Read Replies (1) of 70976
 
8:57AM Niles Cuts Estimates : Lehman analyst Dan Niles cuts PC unit forecast to -5% from flat for 2001 and to 7% from 12% for 2002; cuts semiconductor revenue forecast to -31% from -19% for 2001 and to flat from 12% for 2002; says problem is now demand, not inventories.

[edit] FWIW, I had a -34% semiconductor revenue in my forecast and want to buy the group at a discount to that price. I am getting very close.

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