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

To: orkrious who wrote (48563)6/29/2001 1:42:16 PM
From: advocatedevil  Read Replies (1) | Respond to of 70976
 
RE: KLAC - Jay, I ran across this tidbit: "UBS Warburg believes the company will meet guidance of 25-27c/share due to the strength of the $940m in backlog on hand at the start of the quarter."

AdvocateDevil



To: orkrious who wrote (48563)6/29/2001 2:07:38 PM
From: Jerome  Respond to of 70976
 
Jay, KLAC and NVLS have solid earnings for this quarter. This is more than AMAT and a bunch of others can claim. Just look at ORCL to see what decent earnings and outlook can do for a stock price. ORCL is now trading at a premium to CSCO. When was the last time that happened?

No great mystery as far as I can tell....:)

Regards, Jerome


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