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To: JRI who wrote (34844)3/22/2002 9:35:05 AM
From: John Madarasz  Read Replies (1) | Respond to of 209892
 
yep, NDX is STILL in an H/S that measures to 1370 on the 60 min



To: JRI who wrote (34844)3/22/2002 9:39:06 AM
From: Paul Shread  Respond to of 209892
 
The last two AMAT splits, courtesy of Lee:

quote.yahoo.com

At a PE of 148, I'm a buyer here. They're much cheaper than INTC at a PE of 169. -g-



To: JRI who wrote (34844)3/22/2002 9:44:00 AM
From: Les H  Read Replies (1) | Respond to of 209892
 
The main thing about AMAT was their claim that capacity utilization would reach 80 percent by year-end from the 50-60 percent now. That indicates demand should improve, but also more reductions in capacity than has taken place thus far. They should be able to canibalize some of the equipment as they migrate production to China.

siliconstrategies.com


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