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

To: Rajiv Hargunani who wrote (1998)	8/1/2002 3:41:55 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

I am just throwing anything I can at my account to get any equity whatsoever. This summer has been much uglier than even my worst case scenario. Investing is no longer fun for me; its just a matter of staying alive at this point. Anybody care to comment why Lam Research is positive today on relatively heavy volume. Absolutely no idea, but I was wondering the same. EGLS is also positive.....go figure! Brian

To: Rajiv Hargunani who wrote (1998)	8/1/2002 4:01:05 PM
From: Kirk ©	Read Replies (1) \| Respond to of 25522

Anybody care to comment why Lam Research is positive today on relatively heavy volume. Rajiv Sure. They gave guidance that was for higher shipments (Revenue) in the next Q even though it was less than expected by the market. Many of the others seem to have said flat or lower. Also, check out its valuation on price/book, price/sales and PEG basis compared to NVLS and AMAT. quicken.com Then again, I added to my position lately at a lower than current price so I like to think I am smart. I could just be lucky. :)