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Technology Stocks : Semi Equipment Analysis
SOXX 361.13+0.2%Jan 29 4:00 PM EST
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To: Donald Wennerstrom who wrote (15173)5/14/2004 9:38:00 PM
From: t2  Read Replies (1) of 95812
 
Goldman Sachs was also bearish on AMAT. At least the expectations are not raised (about guidance); that might be a positive.

The view that Intel will increase spending (from analyst meeting) only helped AMAT and others afterhours yesterday...and it just fizzled after that.
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