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


To: orkrious who wrote (243)11/2/2001 8:12:34 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 25522
 
Jay,

The earnings are dismal for all companies; no secret there. But it is encouraging that KLAC was able to reaffirm prior guidance in this horrid market environment. KLAC is predicting a flat sequential Q; some are predicting drops of 30%.

BK



To: orkrious who wrote (243)11/2/2001 10:22:12 AM
From: Gottfried  Respond to of 25522
 
Jay, yes - now we're so desperate we greet no indication of any increase in orders for the second quarter as good news because it's no decrease either.

Gottfried