Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 259.21

-4.0%

Dec 12 9:30 AM EST

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To: Proud_Infidel who wrote (4892)	1/14/2003 2:34:12 PM
From: Fred Levine	Read Replies (2) of 25522

Is AMAT chopped liver? Intel's Big Splash Will Be Capex Budget Tuesday January 14, 1:01 pm ET By James J. Cramer, Addicted to short-term Wall Street gibberish? Here's your fix on Intel (NasdaqNM:INTC - News), which reports after the close. The betting's shaping up like this: The bulls want to see $7.1 billion in revenue (the benchmark set by Salomon Smith Barney Monday). The bears want to see something below $6.97 billion. The bears want to see 13 cents; the bulls want 15 cents. To me, that means we'll get $7.1 billion and 14 cents; the stock will go up a little bit and then we'll focus on Microsoft (NasdaqNM:MSFT - News) and IBM (NYSE:IBM - News), both of which have more upside than Intel. But, get this: Capital expenditure stocks are the true drivers here. When Intel unveils its capital budget, if we see north of $4.6 billion, you can see the Novellus (NasdaqNM:NVLS - News)-KLA-Tencor (NasdaqNM:KLAC - News) basket vault 2.5 points. If we see south of $4 billion, you can see that contingent swoon 4 points. fred

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