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

To: Shoibal Datta who wrote (44000)	3/19/2001 9:23:10 PM
From: Jerome	Read Replies (1) \| Respond to of 70976

Some things to watch for the next few days.If we have a strong up day with the Nasdaq up 150 points I'm writing covered calls on everything. This market is notoriously short on follow up rallies. Tomorrow watch KLAC and ESIO. ESIO reported $1.00 a share in earnings in spite of reduced revenue from the previous quarter. Guidance for next quarter is about 30% lower. They made a point that a BTB number is just not important to their company because they do work on short term contracts. KLAC just warned (moderately) and lets see how the street treats that stock tomorrow. I believe that INTC and NVLS report earnings prior to options expiration, and they will give us a good idea how the group will be treated. I'd feel better about the whole group if INTC showed some strength. I would be interested in hearing about other influencing factors for the week. (besides AG). Jerome