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

To: StanX Long who wrote (58711)	1/11/2002 7:51:07 AM
From: matt dillabough	Respond to of 70976

:39 ET European Markets : FTSE +0.19%, DAX -0.44% -- European shares mixed. Retailers faring better on favorable comments from Carrefour and Matalan. Technology also holding up. Semiconductors firmer on comments from Micron that it expects first quarter orders to be roughly in line with those seen in the fourth quarter. Steel makers higher on talk of higher prices.

To: StanX Long who wrote (58711)	1/11/2002 8:41:35 AM
From: Gofer	Read Replies (1) \| Respond to of 70976

Stan, a snip from Fleckenstein's column of interest to AMAT holders. Found here (a fee site, registration required) grantsinvestor.com Sleight Of Golden Handshake Now for comments by a reader in the tech trenches: "My mom was a director at AMAT's personnel department in Santa Clara, California. She told me AMAT was paying people to leave and keep quiet when they were announcing 'no layoffs.' Shortly thereafter, AMAT started whacking large chunks of their payroll. She stated that this was a common practice in tech land, and what the execs were saying for public consumption was not what was being done within the corporation. [This has been a long-running "open secret."] When I asked her about the same practice at CSCO, she said that she could not fathom how that is not happening, given what the rest of the industry is doing. In the interest of full disclosure, she was part of the December layoffs, where Human Resources really got whacked. You need HR people to rehire for the impending boom in the business, although if there is no boom, there is no need for HR people to service all the new or returning employees. She got a monster severance and a new job at [XYZ institution's] HR department, where she will make more in salary than at AMAT. She was at AMAT for the options. At 91, and 55, and 46, they did not do very well."

To: StanX Long who wrote (58711)	1/11/2002 12:36:50 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 70976

OT tides. Thanks. I learned something today.

To: StanX Long who wrote (58711)	1/11/2002 1:04:02 PM
From: Kirk ©	Read Replies (2) \| Respond to of 70976

ERRI WLI growth rate is POSITIVE!!! Cool chart here along with the data suite101.com Lakshman's group, the ECRI, has been pretty accurate so far in calling for the recession and now it seems they are ready to predict a recovery. The WLI is a LEADING index (hence the name weekly leading index...duh Kirk) and this news is key: The index's growth rate, which compares the four-week moving average with its behavior over the preceding year, crept into the plus column for the first time since Sept. 2000, climbing to 0.3 percent from -0.4 percent one week earlier. suite101.com

To: StanX Long who wrote (58711)	1/11/2002 3:04:15 PM
From: Sam Citron	Read Replies (2) \| Respond to of 70976

Stan, How confident are you that AMAT will trend down from here to maxpain 40 by Jan 18? Sam