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Politics : Formerly About Applied Materials

AMAT 248.42

-4.0%

3:59 PM EST

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From: runes	4/17/2002 11:07:33 AM
	Read Replies (2) of 70976

Greenspan blesses the market - "I don't believe that we can continue to see (the economic numbers that were posted in Q4 and Q1)." You would think that, after the last 4 years, the ever cautious Greenspan would know better than to challenge the US stock market! FYI - things to look for - Today - LRCX earnings after close - hopefully it will confirm the NVLS surprise. AMD will probably mirror the INTC upside with a bit of piss and vinegar thrown in. End of Week - nothing too special, probably some market relaxation going into options expiration. AMAT MAX Pain looks to be around 30 but I don't trust the numbers - the open interest looks too low. There may be some split effects. Monday - Semi Eq B2B. If LRCX mirrors NVLS then the B2B should be showing improvement. Bookings were 15% above the mid-quarter prediction while SAB ships were up about 5%. My rough estimates says that this should translate into bookings of 820 mil and a B2B of around 0.95. This should give a nice bit of oomph to the market...IF LRCX ECHOES NVLS. (Worth noting - the contract manufacturers are having their earnings downgraded again - so it doesn't look as though we are near the start of the growth cycle - just catching an anticipatory leading edge). From there we will continue to get earnings reports, hopefully with some significant surprises and close out the week with the Q1 GDP report - expected to come in at 4.5%!? Come on Lam!

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