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


To: Jacob Snyder who wrote (43237)3/6/2001 5:07:25 PM
From: robert b furman  Read Replies (1) | Respond to of 70976
 
HI jacob,

I'm thinking tomorrow will be a great short opportunity if the first 2 hours don't create big volume.Todays rally aftera slow day yesterday was done and over before any type of volume occurred. I 'm thinking for this rally to resume tomorrow it will require short covering AND institutional commitment to make the rally have legs. Today's less than 2 million shares wasn't the kind of power needed to change minds as they face reduced earnings and poor vision.

To be honest I'm wondering how they're even getting this rally up and going with all the reduced vision.

BWDIK

Bob



To: Jacob Snyder who wrote (43237)3/6/2001 5:11:57 PM
From: Gottfried  Respond to of 70976
 
Jacob and all, KLIC: "According to K&S Program Director Michael Sheaffer, OP2 is the first commercially available technology for bonding of gold wire, routinely used in ball bonding processes, directly to a copper device."

Seems significant
Message 15454015

Gottfried



To: Jacob Snyder who wrote (43237)3/6/2001 5:12:59 PM
From: 16yearcycle  Respond to of 70976
 
Further encouragement, fwiw. I can't imagine it runs up and away forcing you to cover at an uncomfortable level, which will also be a problem for those of us who want to buy more at a very sensible price.



To: Jacob Snyder who wrote (43237)3/6/2001 5:41:09 PM
From: Shoibal Datta  Read Replies (1) | Respond to of 70976
 
Intel's Grove Doesn't See Rapid Snap-Back PC Demand

dailynews.yahoo.com

SAN FRANCISCO (Reuters) - Intel Corp.'s (NasdaqNM:INTC - news) Chairman Andrew Grove said on Tuesday he does not expect end- demand for semiconductors to snap back rapidly, noting it will take some time for the downturn in the chip industry to end.

``I don't expect the end demand to snap back,'' Grove said on a conference call and Webcast hosted by Lehman Bros. and its semiconductor and PC-company analyst Dan Niles. ``We are in this state for some period of time.''

Grove was not more specific.

The semiconductor industry has undergone a vicious reversal of fortune since the fall of 2000, with virtually every type of semiconductor company warning that first and even second- quarter sales in 2001 will be less than forecast. But most are holding out hope the second half of the year will bring more robust growth in the U.S. economy.

While the short-term may be rough sledding, Grove, an American business icon and Time magazine's Man of the Year, remains bullish about the long-term future of the high- technology industry.

``This industry is the fundamental industry of our times -- not just chips, not just Intel, but the high-technology industry,'' Grove said. ``For those of you that have a stake in there, I'd like to share my confidence and enthusiasm for this industry long-term. So keep the faith.''



To: Jacob Snyder who wrote (43237)3/6/2001 6:21:09 PM
From: zsteve  Read Replies (1) | Respond to of 70976
 
Tomorrow will be an interesting day with JDSU's 2nd warning in a month and Grove's comments about PC demand. I agree with you that shorting may be a better play here (I picked up some Apr puts today), imo, mid 40's should be reachable this week.