Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 319.11

+5.7%

3:59 PM EST

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To: Proud_Infidel who wrote (6691)	8/11/2003 7:09:50 PM
From: Donald Wennerstrom	Read Replies (2) of 25522

RtS has a report on AMAT and Dell of interest buried in the RobBlack.report on his thread as follows: investorshub.com <Boxmakers . . . Fitzgerald at Banc of America believes there is little that Applied Materials can say when it reports fiscal third quarter results Tuesday that could stem a slide in its stock price to $15, except perhaps an outlook that surpasses even the most optimistic forecasts. Fitzgerald feels that is unlikely. He said end-market demand is still "weak," and therefore Dell Computer's earnings report, slated for release on Aug. 14, will have a "far bigger impact" on Applied Materials' stock price than anything Applied Materials reports. "Without supporting news in the end markets the good news in the semi-equipment sector at these valuations is a reason to sell, not to accumulate," Fitzgerald said.>

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