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

To: Jacob Snyder who wrote (54234)10/17/2001 6:08:48 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
Merrill Lynch now says the recovery will be 3Q02, not 2Q02.

Just last night TXN said that they believed the bottom would be Q3/Q4 of this year, not next. This implies that our recovery will begin in Q1CY02, not two to three more quarters out as ML seems to believe.



To: Jacob Snyder who wrote (54234)10/17/2001 8:05:12 PM
From: Cary Salsberg  Respond to of 70976
 
RE: "...odds are good..."

I agree completely, but I am clueless about how good.

Semi orders are starting to improve, so there is a contest between slightly positive orders and slightly negative sales and earnings. I think price movement will be in reaction to non-economic news. It is possible that the January earnings period will begin the next move up, so we may only have the 4th quarter for cheap accumulation.


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