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Technology Stocks : Semi Equipment Analysis

SOXX 270.83

+1.0%

Nov 21 4:00 PM EST

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To: Donald Wennerstrom who wrote (12497)	11/12/2003 5:27:18 PM
From: Return to Sender	Read Replies (2) of 95456

From Briefing.com: AMAT Applied Materials raises guidance for Q1 (26.22 +0.78) -- Update -- On call, management indicated that cap ex in FY04 is expected to increase 25% compared to last year. In Q1, orders are expected to continue growing at a rate of 20% sequentially, while revenues are expected to increase 5-7% over Q4. The guidance implies a range of $1.28-1.31 bln, above the current consensus of $1.24 bln. 4:03PM Applied Materials beats by a penny (AMAT) 25.44 +0.54: Reports Q4 (Oct) earnings of $0.06 per share, ex items, $0.01 better than the Reuters Research consensus of $0.05; revenues fell 15.6% year/year to $1.22 bln vs the $1.13 bln consensus. finance.yahoo.com More later Don. Looks like some nice gains for the bulls after hours! RtS

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