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

To: Proud_Infidel who wrote (2174)	8/8/2002 9:51:29 AM
From: Jeffrey D	Read Replies (4) \| Respond to of 25522

Hmmmm.... Jeff Edited by Thomas Granahan Of DOW JONES NEWSWIRES (Call Us: 201-938-5299; All Times Eastern) MARKET TALK can be found using code N/DJMT 9:35 (Dow Jones) Merrill Lynch analyst Brett Hodess says Applied Materials' (AMAT) order growth in its fiscal 3Q, which the company will report next week, may come in higher than his expectation of 15% growth. "Most of the other large caps that have reported have seen strong sequential order growth in the June quarter," says Hodess. "We believe Applied has the potential to see 20% order growth in the quarter, putting orders just over $2 billion." Still, in terms of AMAT's order guidance for the 4Q, Hodess expects the company to say orders will be down at least 10% and possibly 20%. AMAT off 2.4% early at $13.23. (DLF)

To: Proud_Infidel who wrote (2174)	8/8/2002 10:18:22 AM
From: Gottfried	Read Replies (1) \| Respond to of 25522

Brian, WSJ's spin is that WMT didn't meet expectations. Intel won't expense stock options biz.yahoo.com G.

To: Proud_Infidel who wrote (2174)	8/8/2002 10:18:42 AM
From: Jerome	Read Replies (2) \| Respond to of 25522

>>>but then these aren't ordinary times<<< Its good to see a stock trading in double digits...I got a whole list of speculative buys for who double digits is a far off dream. Nothing wrong with posting about WMT. They are fast being recognized as a proxy for consumer spending. If WMT same store sales for a month ever turn negative AMAT and NVLS will be under $5.00 a share. JMO...Jerome