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

To: Proud_Infidel who wrote (2717)	8/29/2002 9:35:16 AM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 25522

>> Can't say it's a good one today though Brian, it's the Cary scenario playing out. A very slow recovery in chip/equipment sales that will be driven by technology upgrades instead of capacity increases. If one is fully invested already, then forget about the rest of this year. AMAT has already forecast a drop in orders this Q. That is not changed, in fact it is getting confirmed by comments about Novellus having 20% lower orders. The back-log will keep the companies profitable. The lousy market will keep venture-capital startups down. So when the recovery eventually comes, our companies will make hay for several Q's. However, that is not in 2002. Ork rules, for now! Stay sane, and spend the time usefully. Prices will recover at least partially. But this time in our lives will slip out and recede for-ever. And it is a good morning, if you are at your prime, and healthy, and have lots of amat shares. (hopefully not on margin). Sarmad

To: Proud_Infidel who wrote (2717)	8/29/2002 9:58:52 AM
From: Bob Kim	Respond to of 25522

Brian, I expect a lot of ratings changes from Merrill in the near future because they are changing to a new rating system in September.

To: Proud_Infidel who wrote (2717)	8/29/2002 10:20:40 AM
From: robert b furman	Read Replies (2) \| Respond to of 25522

HEy Brian, UBS spew of pablem is really hitting the market: Amat up.20 Nvls up.18 Klac just turned green after "slower Sept orders as determined by a channel check". Cohu up .07 I think we're seeing some very nice strength in here for all the alrm sirens going off. The dogs aren't eating the dog food anymore.ggg Even Csco is up with a doubtful front page article on IBD today? If you were short - you'd have to wonder about this bottom appearing to be rather firm in here - or am I looking at something wrong here? Bob