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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: P.M.Freedman who wrote (31786)	8/9/1999 9:28:00 PM
From: Proud_Infidel	Respond to of 70976

Excerpt: Meanwhile, chip and chip-equipment companies in the Philadelphia Semiconductor Index were strong, lifting the index 1.8 percent. "Semiconductor and semiconductor capital equipment stocks are acting well because demand both in units and dollars indicate that in certain areas we're going to have capacity constraints and it's going to continue for some time," Jim Meyer, head equity analyst at Janney Montgomery Scott, said. cbs.marketwatch.com

To: P.M.Freedman who wrote (31786)	8/9/1999 10:31:00 PM
From: John O'Neill	Respond to of 70976

<<The recent up-moving of AMAT is for the coming beating earnings. The average estimates is $0.52. I am expecting $0.55 per share. Good luck!>> but most of the companies with stellar earnings went DOWN is price this quarter...the only few that went up were ones that made no money of were below estimates...I.E. INTC...if AMAT will misses first call by a penny then really expect a rise...if it makes .58 cents..I will expect a decline before and after they announce....well see if csco continues the pattern for this.. no one know for sure...but the analysts have made me nauseous