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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (23818)8/13/2001 2:20:40 PM
From: Sully-  Read Replies (1) | Respond to of 30051
 
14:01 ET Applied Materials (AMAT) 44.40 -0.08: -- Update -- Merrill Lynch previews AMAT's qtr; expects in-line EPS and revenues at low end of forecast range, believes book-to-bill of 1.0 will be hard to meet, orders seen at $1.0-1.1 bln, below $1.2-1.3 bln forecast at start of qtr; expects recovery in 2002 and maintains Buy rating.



To: Zeev Hed who wrote (23818)8/13/2001 2:43:53 PM
From: JohnD  Read Replies (1) | Respond to of 30051
 
Zeev,
This may have something to do with Rambus going lower;
eet.com
HTH,
JohnD


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