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

To: Proud_Infidel who wrote (37680)	10/3/2000 10:33:53 AM
From: csmith	Respond to of 70976

A quick crunch of the numbers shows this monthly increase in semi sales: 18.2 1.052023121 17.3 1.042168675 16.6 1.050632911 15.8 1.039473684 15.2 1.020134228 14.9 1.027586207 14.5 So semi sales are not down sequentially. Actually, they are up.

To: Proud_Infidel who wrote (37680)	10/3/2000 10:39:03 AM
From: michael97123	Respond to of 70976

THIS must be the reason AMAT is down: Chip sales hit a high mark in August Look at the warnings from the last couple of weeks. All company specific in one way or another. HP folks guaranteed quarter after APPLE shortfall. INTC used Europe as an excuse for some execution problems and probably will only be a penny or two short in any case with great sequential and yoy results anyway. Apple and Kodak said September retail fell apart. It may have, but for them only. The earnings are coming. The earnings are coming. And they will be good. And you were right in an earlier post re: fiber optics. Wall Street is dumb.

To: Proud_Infidel who wrote (37680)	10/3/2000 10:46:29 AM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Brian, bobgorz from TMF found this biz.yahoo.com excerpt >TEMPE, Ariz., Oct. 2 /PRNewswire/ -- Accord Advanced Technologies, Inc. (OTC Bulletin Board: AVTI - news), a leader in the refurbishing and full-service support of semiconductor wafer-processing systems, notably Applied Materials (NASDAQ: AMAT - news), announces the financial results for the second quarter and six month periods ending June 30, 2000. Sales decreased from $1,908,044 for the six months ended June 30, 1999 to $1,812,638 for the six months ended June 30, 2000. The sales decrease is mostly attributable to a decrease in the number of orders that were received in the second quarter< Gottfried