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To: NOW who wrote (31636)2/20/2002 12:27:23 PM
From: patron_anejo_por_favor  Respond to of 209892
 
Some semi conference going on, KLAC was on at 9:30, tried to pump 'em up, but too many people read their presentation for what it was, a blatant attempt to distribute stock. So the inevitable resulted....



To: NOW who wrote (31636)2/20/2002 12:27:31 PM
From: 1podstock  Respond to of 209892
 
David...re: AMAT & KLAC. At CSFB conference, one piggy said "we gained market share"

The other piggy said "we gained market share" too.

Stocks spiked up on that news release.

Let's see: pie is getting smaller (INTC, TXN, TSM all cut capex)...so AMAT and KLAC are getting a bigger piece of a smaller slice.

wooohooooooo!!

NOT!


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