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

To: Proud_Infidel who wrote (1559)	7/17/2002 9:11:58 AM
From: Jeffrey D	Read Replies (2) \| Respond to of 25522

Brian, this news release reminded me of what Goldman/Sachs had to say back on June 21 about this system. Hmm, I wonder what was on the menu for dinner? I know those analysts can really put on the feed bag when there is free food! Jeff << Applied Materials, Inc. AMAT $19.19 June 21, 2002 Summary: Applied Materials (AMAT-$19; MO) hosted an Analyst dinner Wednesday night to introduce its new 300mm single-wafer multi-chamber wet clean tool, called the Oasis Clean. We came away extremely impressed with the product positioning and potential for the product to have a meaningful impact for Applied over the next several years. While we believe that this new product introduction is an important part of Applied Materials' longer-term growth strategy, we do not believe that it will have a substantial impact on the company's near-term earnings.