Applied Materials No-Politics Thread (AMAT) Message Board

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

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To: Kirk © who wrote (8575)	1/26/2004 10:41:39 AM
From: Cary Salsberg	Read Replies (1) of 25522

Kirk, I don't think a potential NVLS/LRCX merger drove the price of LRCX up or down. LRCX went up more than the others and now it is more volatile the other way. I think earnings season has moved the market away from wishful thinking and toward analysis of real results. LRCX is doing well, but so are the others.

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