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

To: Lone Star who wrote (34769)	4/12/2000 5:55:00 PM
From: TI2, TechInvestorToo	Respond to of 70976

KLAC reports before market open tomorrow. I consider KLAC in our sector. Hollywood Jerry on CNBC at 6am pst Thursday. TI2

To: Lone Star who wrote (34769)	4/12/2000 5:57:00 PM
From: Ian@SI	Respond to of 70976

Actually, GSNX reported today: GaSonics Int'l GSNX Actual was 0.23 vs an estimate of 0.19. Better than a 20% upside surprise for a company that has been losing share to MTSN. I think we're going to have a dynamite earning season. KLAC reports tomorrow. Next week we get most of the rest of the world. except AMAT. ;-)

To: Lone Star who wrote (34769)	4/12/2000 7:48:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 70976

Lone Star, >AMD just blew the friggin doors off, may be the catalyst for a bottom- we'll see, lots of long-time-coming fear interjected back into the market. Question is if AMD "counts." SUNW tomorrow is big, IBM and Intel next Tuesday, MSFT Thursday. I would feel pretty good about all of them except possibly IBM. Also, TI next Monday. Tony