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

To: Cary Salsberg who wrote (52466)	9/18/2001 4:18:37 PM
From: orkrious	Respond to of 70976

I'm back in the sector for the first time in a few months. NVLS at $31.6. Jay

To: Cary Salsberg who wrote (52466)	9/18/2001 4:33:32 PM
From: Sam Citron	Read Replies (1) \| Respond to of 70976

Have you changed anything whatsoever in your buy program in the aftermath of last week's events? For example does it change the probabilities on the low end of your scenario (AMAT in the teens)? Would it make sense to be sure that you would have the cash available to take advantage of such an opportunity.

To: Cary Salsberg who wrote (52466)	9/18/2001 5:29:20 PM
From: Ian@SI	Read Replies (3) \| Respond to of 70976

Might this be a slight indication that "yes, there will be another dawn."? GNSS trading above $26.60 in afterhours, up almost $7 from the close. Genesis Microchip (GNSS) 19.90 -6.42: Issues an upside pre-announcement; expects revenues for the second quarter to be approximately $30 million; the revised target for the second quarter represents growth exceeding 40% over the June quarter; the company's initial guidance had been for 16-20% sequential growth; company says the new target is based on strong product shipments in the first nine weeks of the quarter, which the company attributes to significant design wins in previous quarters.