Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 328.80

+2.0%

2:17 PM EST

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To: Gottfried who wrote (63431)	5/5/2002 11:59:59 PM
From: Robert O	Read Replies (1) of 70976

I like your thinking G. Ever consider a position in the analyst community? You can spin with the best of 'em <g> RO Ps What do you and other TAers here think about AMAT bouncing off MA and appropriate fright if it breaks below? For mine own part I think everyone agrees Fed will stay pat Tues. and how bad can the commentary be to the market it seems to have slouched down pretty far on new expectations that 'real' rebound may be pushed into '03. I am champing at the bit for CSCO news. It has really been beaten down coming into CC tuesday which I like since it would seem even if news is not great may get a 'relief' bump in that it will not be as bad as the market has expected bidding CSCO down to $13 a share. Ironic perhaps that CSCO, for now, is the great tech hope in the short term with enough gorilla power to set tone moving forward. If they see lower revenues than expected expect a much bigger leg down but a nice upside projection with a 'beat' quarter could really catch a lot of big money flat footed into tues. nite. As Willy Wonka said 'The suspense is killing me. Isn't it fantastic?'

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