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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Math Junkie who wrote (29)10/23/2001 1:17:42 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 25522
 
We should get more details from the AMAT CC in a few weeks. My guess though is that the spring is compressing for the industry, with the lack of capex going on and being planned for '02, and the fact that recent economic stimulus has really yet to take hold.

BTW, this is a very nice change of pace from the current ludicrous nuke discussion on the AMAT thread.

Brian



To: Math Junkie who wrote (29)10/23/2001 1:21:25 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 25522
 
12:19PM Applied Materials (AMAT) 34.68 -0.09: -- Update -- Sources at Salomon Smith Barney telling us the firm is out in defense of AMAT, says talk of weak bookings is not new news; Salomon expects bookings to be $1.0-1.2 bln, at or below guidance of $1.2 bln.


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