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

To: Proud_Infidel who wrote (5039)	1/19/2003 2:37:10 PM
From: Zeev Hed	Respond to of 25522

The problem is that their respective market caps are $110 B and $275 B respectively which may be considered still rich when compared to $4 B and $10 B in annual earnings, particularly if growth resumption is not "imminent" as they both suggested in their forecasts for 2003. Zeev

To: Proud_Infidel who wrote (5039)	1/20/2003 9:31:18 AM
From: robert b furman	Read Replies (2) \| Respond to of 25522

HI Brian, I know it would otherwise be cheered - except they said the quarter wouldn't be that good. I don't think they have a chrystal ball - I believe they honestly do not know how the next quarter will wok out. It is very similar to my monthly experience in the car business - you just show up to work and see who comes in to buy a vehicle. I can't tell you about tomorrow - let alone the month or the year.So much of it depends on the factory's incentives. Bob