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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (63551)	5/8/2002 8:26:20 AM
From: DebtBomb	Read Replies (2) \| Respond to of 99280

Well, I'm pretty sure, I know how this ends, and it ain't going to be pretty, IMO. When warnings hit, first week of July, there should be fireworks, hee hee.

To: orkrious who wrote (63551)	5/8/2002 8:46:49 AM
From: 2MAR$	Respond to of 99280

LEHM note on AMAT here : (Oh Softie got it too...) 08:17 ET Applied Materials may issue cautious bookings guidance-- Lehman (AMAT) 22.32: -- Update -- Lehman expects AMAT's Q2 results (May 14) to be mixed with in-line to better than expected results but perhaps worse than expected bookings guidance. Boosted by increased bookings and quote activity as well as selected pull-ins, firm expects mgmt to remain cautiously optimistic and provide sequentially higher guidance for Q3, but remain conservative on bookings guidance due to potential for summer seasonality. Maintains Mkt Perform rating.