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


To: Ian@SI who wrote (40263)12/1/2000 3:24:26 PM
From: Proud_Infidel  Read Replies (3) | Respond to of 70976
 
Ian or anyone,

Anyone have any thoughts as to why CYMI and PRIA are up 11% and 22% respectively, when the estimates have been cut for the Big 3 of our sector? There are others in the sector which are also up on a good % basis(VSEA comes to mind).

Pitzer already had the low EPS estimates(I believe) and now his estimate of $2.05 for AMAT for '01 is STILL TWICE that of either EMC or CSCO. Just some perspective.

BK