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Technology Stocks : Semi Equipment Analysis

SOXX 299.81

+2.7%

Dec 19 4:00 PM EST

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To: Donald Wennerstrom who wrote (15262)	5/19/2004 5:07:48 PM
From: Donald Wennerstrom	Read Replies (1) of 95616

AMAT did "well", but apparently not well enough. <<May 19, 2004 (ODJ Select via COMTEX) -- Applied Materials (Nasdaq) finished down 21 cents, or 1.1%, to 18.64 after being up for most of the session. In the fiscal second-quarter, the semiconductor equipment maker swung to its biggest quarterly profit in three years, a payoff from cost-cutting efforts and rising demand. But for the third quarter the company predicted more modest revenue growth of about 5% over the second quarter.>>

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