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

To: Sam Citron who wrote (60081)	2/6/2002 1:14:27 PM
From: runes	Read Replies (1) \| Respond to of 70976

Sam - March - nothing special The general trend, as I view it, is tax selling at end of December, run-up in January from 401k and other tax investing, fall back in February as money flows dry up and some profit taking kicks in. At that point the end of year/start of year effects dampen out and the general economic effects predominate. For this year I suspect that March will be up on the basis of continuing signs of improvement in the economy. This may even start happening earlier in February as right now everything looks like the economy is picking up more steadily than I expected. Not many negatives showing up lately. To that end... Red Letter Dates - AMAT earnings next Tuesday - should be an upside surprise thanks to order spurt in January with some expedited shipments, watch the guidance for the next quarter. That will tell if January was a spurt or the start of a rapid recovery. (Kind of a semi eq ground hog day - early spring or 3 more months of hibernation?) SemiEq B2B - Feb 19th - the following Tuesday. Expect a marked improvement in B2B with both bookings and billings showing significant improvement. NVLS mid-quarter update - near the end of February. Probably an echo of AMAT's guidance but higher credibility factor.