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Technology Stocks : Semi Equipment Analysis
SOXX 296.74+1.8%Nov 28 4:00 PM EST

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To: michael97123 who wrote (6283)10/18/2002 4:07:28 PM
From: Gottfried   of 95488
 
Mike, >explains amat being up today or at least earlier even though btb low.< You noticed that billings were down only slightly, so earnings should not be impacted much for AMAT. I wonder what their backlog is now?

Gottfried
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