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Technology Stocks : Semi Equipment Analysis

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To: Donald Wennerstrom who wrote (18043)	8/12/2004 12:26:58 PM
From: Donald Wennerstrom	Read Replies (2) of 95756

Smith Barney Citigroup (AMAT) JagNotes <<12 August 2004, 07:38am ET AMAT: Reit Buy - Expect AMAT to report generally in-line Q next Tues. post-close as field work suggests expectations were generally met with several weeks still remaining in the Q. Expect orders of $2.45B (+11% versus guidance of +5-10%).>>

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