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Politics : Formerly About Applied Materials
AMAT 301.11+6.9%Jan 9 9:30 AM EST

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To: ratan lal who wrote (55592)11/14/2001 7:33:11 PM
From: advocatedevil  Read Replies (1) of 70976
 
RE: "And what was your reaction to the CC?"

Ratan, My focus was on the outlook of course, and there certainly wasn't much to get excited about. They said the first half would be weak and I believe they hinted at another RIF with their comments about once again taking a hard look at fixed costs. Most of the rest appears to be fairly well reported in the press. I may listen again to take some reference notes unless I can find someone on the net who is kind enough to post theirs first.

RE: "Will you be holding your Short going into tomorrow and specially AFTER the end of the day?"

I can assure you that I won't cover prior to the open tomorrow, and beyond that I haven't made a decision yet.

AdvocateDevil
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