Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 281.58

-3.6%

Jan 8 3:59 PM EST

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To: Sarmad Y. Hermiz who wrote (4578)	12/26/2002 12:04:40 PM
From: Sam	Read Replies (2) of 25522

[somewhat OT] Sarmad, My guess is that you are right when you say, "Our earliest actual earnings peek will come from the newly public Seagate on Jan 9. I think they will report earnings and unit sales far exceeding anyone's published forecast." Are you a buyer of STX at 10? Is there some price at which you would buy it, especially considering the nature of its management? You can answer on the DD board if this is considered too OT for this one. Just curious, Sam

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