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

To: Demosthenes who wrote (46792)	5/15/2001 9:55:25 PM
From: advocatedevil	Read Replies (2) \| Respond to of 70976

Demosthenes, OK, I understand... AMAT didn't warn and this is good news for the longs. Thanks for the heads-up. AdvocateDevil

To: Demosthenes who wrote (46792)	5/15/2001 10:05:58 PM
From: Stoctrash	Read Replies (2) \| Respond to of 70976

Demo...IT'S AN F'ING WARNING DUDE, YOU ARE IN DENIAL! There is nothing good about this,, your spin is absurd. The company guided them to .23 for the next qtr over the last 6M and now says breakeven, that my friend is a WARNING that the BOTTOM is not in yet. Good night SEMI sector....long hot summer approaching. I'm out.........

To: Demosthenes who wrote (46792)	5/16/2001 8:08:39 AM
From: Proud_Infidel	Respond to of 70976

D, I for one agree with your assessment. This had to have already been factored in, even if not officially, by most analysts who have ANY idea of how things currently look in the sector. Anyone who was caught by surprise by the guidance probably should not be invested in the sector in the first place. And this is a good thing for those long AMAT. Now that expectations are lowered, anal-cysts will now lower estimates per AMAT's guidance. When earnings are announced next Q and AMAT surprises, even by a little, and BTB is close to or over 1.0, the stock will rally and we will all know the next up cycle has begun. This is how I expect it to play out....the only question is when? Regards, Brian