Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

4:00 PM EST

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To: Return to Sender who wrote (6512)	10/29/2002 12:00:07 AM
From: Donald Wennerstrom	Read Replies (2) of 95536

RtS, <<Don, on AMAT... I bet they beat expected numbers but they have to guide lower in my opinion. >> I'm with you on beating the expected numbers, but I am not so sure about the "guiding lower". It is obviously very tough out there in the marketplace, but if there is one company that might not have to guide lower it would be AMAT. I lean on 2 reasons for that feeling. First, AMAT is gaining market share during this down turn in many areas in which they compete. Is it enough to prevent guiding lower? - I obviously don't know, but I think it is possible. Secondly, AMAT has a very strong presence in China and they seem to be moving forward pretty well during these times. Maybe these 2 items combined can turn the trick and prevent further erosion of their sales and earnings. Don

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