Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Proud_Infidel who wrote (1416)	7/9/2002 10:40:23 AM
From: Gottfried	Read Replies (2) of 25522

Brian, two items... 1. lately it seems like a conspiracy: when the SOX goes up a little some company or analyst makes a statement to whack it down again. 2. we could start a conversation about AMAT's balance sheet to reassure ourselves it's clean. I am glad the new revenue recognition rules were implemented almost a year ago. They can be found on Applied's web site. Is there anything else to ponder? Loans to customers? Stock options to employees? Gottfried

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