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

To: Proud_Infidel who wrote (2110)	8/6/2002 9:43:05 AM
From: Gottfried	Read Replies (1) \| Respond to of 25522

OT *** 5:48 am PT Dell Computer upgraded at Needham (DELL) 23.11: Needham upgrades to BUY from Hold based on continuing market share gains and the prospect of a rebound in PC shipments beginning in 2003; firm also believes co is poised to benefit from the "inevitable friction" from the HPQ merger; cuts FY03 rev/EPS est to $33.8 bln/$0.75 from $35.4 bln/$0.80 and FY04 to $40.6 bln/$1.00 from $43.0 bln/$1.10. Price target is $33. briefing.com

To: Proud_Infidel who wrote (2110)	8/6/2002 10:47:43 PM
From: Jerome	Read Replies (1) \| Respond to of 25522

>>>At the current share price, you effectively get the economically sensitive businesses- Semiconductors, Consumer Electronics and Components - for free,<<< That I believe is a very poor argument.... The same person could say...Buy Dynergy at $1.90 (todays close) and get the pipelines for free. That type of argument assumes that we are at the bottom. In the same category would belong....buy one get one free ....or we can upsize your order for $$$ dollars. Your question about the bottom...watch CSCO for the rest of the week...however CSCO stock responds (with a good earnings report) the pattern for AMAT will be about the same. JMO...Jerome