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To: LLCF who wrote (102420)5/15/2001 4:46:50 PM
From: patron_anejo_por_favor  Read Replies (1) | Respond to of 436258
 
<<AMAT CEO sees bottom of the cycle?>>

He better...they missed reduced earnings by a penny...and book-to-bills suggest the bottom is still a loooong way off.



To: LLCF who wrote (102420)5/15/2001 5:09:05 PM
From: Les H  Read Replies (4) | Respond to of 436258
 
Carl Qintinilla on CNBS says it's good that AMAT's orders are way down since it means inventory is being worked off. He failed to recognize that AMAT's inventories rose substantially as their orders fell much more.


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