Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 331.90

-0.4%

Jan 14 4:00 PM EST

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To: Kirk © who wrote (15214)	5/18/2004 8:10:09 AM
From: michael97123	Read Replies (1) of 95724

What about AMAT today? Is anyone expecting either an upward earnings surprise or a better guidance story? Could we be getting to a time when we should buy in anticipation of what good news will do for the stock? Could amat be the one that turns the market around now that intel is apparently raising capex spending by 20% next year? Remember intc got one leg up when they continued high capex spending while others didnt. This time around if other dont follow intc, their fate may be sealed. Maybe, just maybe 05 becomes the big boom year for equips???? And maybe, just maybe folks realize this today at 4:30pm. Any amat,klac,nvls buyers today??? Mike

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