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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: w0z who wrote (1038)	6/7/2002 12:16:50 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 25522

If more companies do this sort of thing, I suspect broadband will eventually take off. I agree; I would sign up in a minute given that option. All that is currently available to me is Cable, to the best of my knowledge, which costs anywhere between $40 and $50 at the minimum- too much for me as I have pared my internet usage over the past year. Brian

To: w0z who wrote (1038)	6/7/2002 12:20:46 PM
From: Gottfried	Read Replies (1) \| Respond to of 25522

Bill, OT *** broadband I agree with your calculations. I found that getting cable [next week] actually will save me money. I cancel one phone line and the $20 dial-up account and also non-renew TC2000 [download charting service at $30] and get my charts at StockCharts [under $10 for basic subscription]. I did purchase my own cable modem for $90. For a user who just occasionally connects for e-mail though [like Juno], broadband is not necessary. Gottfried

To: w0z who wrote (1038)	6/7/2002 2:59:51 PM
From: Jeffrey D	Read Replies (1) \| Respond to of 25522

Hi Brian. I hope all is well with you. Jeff << 1:38 (Dow Jones) Thomas Weisel analyst Kevin Vassily says any weakness in shares of chip equipment makers Applied Materials (AMAT), Novellus (NVLS) and KLA-Tencor (KLAC) on the heels of Intel's (INTC) 2Q revenue warning, represents a buying opportunity. The analyst said the direct impact on equipment spending from Intel's warning is "nil as the company appears to believe that the first half of 2002 is roughly in-line with seasonal patterns." Intel, wrote the analyst, is not the "lever" for capital spending this year but rather the "anchor." He noted that Intel's level of spending in 2001 was robust and that the company hasn't backed away from its 2002 capital spending budget of $5.5 billion. Applied Materials (AMAT) down 3%; Novellus is off 4%; and KLA-Tencor is down 3%. (DLF)