Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 259.60

+1.2%

12:22 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: advocatedevil who wrote (60757)	2/20/2002 10:19:36 AM
From: Return to Sender	Read Replies (1) of 70976

ST - Trading FWIW Short 2000 shares at 46.25 of AMAT From Briefing.com: 9:48AM KLA-Tencor optimistic about current quarter (KLAC) 57.38 -1.09: -- Update -- During their CSFB technology conference presentation, KLAC's CFO says that mkt in leading-edge technology is currently supply-constrained, as sell-through of leading-edge chips is better than expected; co feels optimistic about current qtr, believes they can pick up mkt share in 0.13 and copper segments. 9:29AM Applied Materials says they are taking share (AMAT) 45.80: During their CSFB technology conference presentation, AMAT's CFO says that they expect growth in 2H02 over 1H, and that the co is taking share in virtually every product category, particularly in metrology and inspection (albeit from a small base, but watch competitor KLAC and other metrology co's for a possible reaction to this news). 9:18AM Texas Instruments reaffirms for Q1 (TXN) 29.94: Reuters reports that co is reaffirming its outlook for Q1 of flat sequential revenues and EPS of about breakeven. Comments issued in an SEC filing. 8:15AM Semi equip book/bill ratio ticks up, but orders weak : Brokerage firm comments on the semi equipment book/bill ratio released last night are mixed but generally cautious; the ratio rose to 0.81 from 0.77 but this was due primarily to lower billings -- orders rose only slightly. CSFB says the report is more negative than positive and notes that the magnitude of recovery should matter more than direction now, but SG Cowen says that the significant increase in back-end orders is a potential leading indicator for the industry. finance.yahoo.com RtS

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next