Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 225.18

-1.5%

Nov 18 3:59 PM EST

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To: Kirk © who wrote (2733)	8/29/2002 11:18:42 AM
From: Gottfried	Read Replies (1) of 25522

Kirk, 9:29AM Retail PC data indicates healthy back-to-school sales : Salomon Smith Barney says that U.S. retail PC back-to-school sales are actually tracking 5-10% above normal seasonal levels so far, indicating a healthy rebound despite all of the recent bad news from hardlines retailers. Separately, Prudential says that retail PC data still appears to be pointing towards a relatively healthy back-to-school season, suggesting PC vendors may have had higher channel inventory levels than previously thought; based on encouraging week-on-week and qtr-to-date trends, firm continues to believe the risk/reward on HPQ, GTW, and AAPL is favorable at current levels. yep - expectations of sept/Oct turmoil are just a bit too universal. <kidding>But just in case I'm selling all my AMAT. </kidding> <serious> the bullish percent should help stay on course, for those who heed them. G.

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