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


To: Proud_Infidel who wrote (5135)1/22/2003 6:38:43 PM
From: Gottfried  Read Replies (2) | Respond to of 25522
 
Brian, nice results overall, than you. Gottfried [end]



To: Proud_Infidel who wrote (5135)1/22/2003 10:34:06 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 25522
 
we had some outstanding numbers from enterprise software tonight.
Message 18478289

Also Henley from Oracle reiterated the quarter yesterday, (they are on a slightly different reporting schedule), and the SAP numbers last time around were good.

Pretty much all new release enterprise software requires IE6.0. I don't think we can have strong software numbers with no PC upgrade cycle. Lets see how this plays out.