Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 327.03

+2.5%

Jan 16 3:59 PM EST

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To: StanX Long who wrote (60724)	2/19/2002 6:47:40 PM
From: ItsAllCyclical	Read Replies (1) of 70976

>> B2B of 0.81 Good news, right ? << Considering it was on the low end of expectations and considering that semi's are already pricing in most of the good news.....I think not. Then again, semi's are not moving after hours in either direction. Suckers may buy on this news, but ultimately semi's will correct from here. GROSSLY overvalued considering another 25% cap ex cut this year.

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