Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 223.95

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Nov 21 9:30 AM EST

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To: Proud_Infidel who wrote (2746)	8/29/2002 5:39:41 PM
From: Proud_Infidel	Read Replies (2) of 25522

Anyone have any thoughts as to what the market expected for NVLS? Yesterdays note from Piper Jaffray had bookings down 30%, when NVLS just said they expect bookings for the Q down 12-20%. Not a great picture, but nobody should have expected one at this point in time. Seems that every analyst has a worst case scenario for this sector, and NVLS just disapppointed on that count. BWDIK BK

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