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Technology Stocks : Earnings: Semiconductor -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (169)	8/14/2002 3:01:42 AM
From: 2MAR$	Read Replies (1) \| Respond to of 266

AMAT (($14-12's -?) PE=155 Cap=22Bil!....more cautious -- Update -- On conference call, company sounds a more cautious note - says customers have taken a more conservative stance in the three weeks since Semicon West due to uncertainties about the global economy and weakness in end user demand. Stock at 13.39 after hours. On call, says it expects orders to be down 5-15% sequentially in fiscal Q4 (Oct), revenue to be flat to up modestly on sequential basis (Multex consensus $1.541 bln), and EPS "to improve" from Q3 results (consensus $0.09)... AMAT -0.51 at 12.95