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

To: Gottfried who wrote (1698)	7/22/2002 5:06:41 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

4:35PM Texas Instruments meets consensus; provides in line guidance (TXN) 23.39 -1.46: Reports Q2 pro forma EPS of $0.06 a share, in line with consensus. Revs rose 6.1% to $2.162 bln (consensus $2.01 bln). Projects Q3 pro forma net of $0.10 (consensus $0.10) on 5% sequential rev growth. 4:35PM Altera reports in line Q2 (ALTR) 12.38 -0.05: Reports Q2 pro forma EPS of $0.06, in line with the Multex consensus; revs were $178.9 mln, vs consensus of $181.1 mln. 4:23PM Cirrus Logic matches estimates (CRUS) 7.26 -0.50: Reports Q1 (Jun) loss of $0.09 per share, in line with the Multex consensus of ($0.09); Q1 revs came in at $76.0 million vs the consensus estimate of $75.1 million; for Q2, pro forma loss per share is expected to be $0.06-$0.10 vs the consensus estimate for a net loss of $0.08 per share; Q2 revs expected to be "comparable to Q1" vs the consensus of $75.5 million. 4:15PM ON Semiconductor beats by 3 cents (ONNN) 2.67 +0.45: Reports Q2 pro forma loss of $0.14, $0.03 better than the Multex consensus; revs were $277.5 mln, in line with consensus. Expects Q3 revs to be flat to slightly up sequentially, vs consensus of $288.0 mln.

To: Gottfried who wrote (1698)	7/22/2002 7:44:18 PM
From: StanX Long	Read Replies (2) \| Respond to of 25522

Yes, now that you mentioned it. As I only know one of them, the other maybe fictious. Hummm maybe. :0)

To: Gottfried who wrote (1698)	7/22/2002 9:49:13 PM
From: Jerome	Read Replies (1) \| Respond to of 25522

Mr. Morgan looked a lot less confident that in previous appearances. He did say some good things about AMAT's technology...and at the same time he has come to realize that technology is taking a back seat to investor confidence. Those Schwab ads cut to the heart of investor confidence...."Lets put some lipstick on this pig". Remember those Solomon Smith Barney Ads with the old geezer sitting in an overstuffed leather arm chair..and he said..."we make money the old fashioned way"...I always wanted to add..."Yeah...you lie steal and cheat your customers" JMO...Jerome