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

To: Lizzie Tudor who wrote (4146)11/21/2002 6:58:36 PM
From: Alastair McIntosh  Respond to of 25522
 
Very bullish, should be good for 30 points on the SOX tomorrow.



To: Lizzie Tudor who wrote (4146)11/21/2002 8:22:14 PM
From: Gottfried  Read Replies (1) | Respond to of 25522
 
Lizzie, at least billings - which create earnings - are up slightly. :)

bill book btb
May 2002 869.6 1,105.2 1.27
June 2002 927.1 1,171.3 1.26
July 2002 969.1 1,181.9 1.22
August 2002 994.8 1,016.8 1.02
September 2002 (final) 1,044.6 831.6 0.80
October 2002 (prelim.) 1,054.9 765.7 0.73



To: Lizzie Tudor who wrote (4146)11/22/2002 6:33:37 AM
From: Sarmad Y. Hermiz  Respond to of 25522
 
>> is this a disaster or expected?

It was an expected disaster.

But more important is that it can give a good excuse for selling chip stocks that have had a 100% run-up in a couple months. Like Xylinx, NSM, LSI. Etc.... Will the shorters actually throw in the towel without attempting one more final heroic stand ?


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