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To: MythMan who wrote (230919)	3/25/2003 9:26:47 AM
From: Lucretius	Read Replies (1) \| Respond to of 436258

up 3 is big?

To: MythMan who wrote (230919)	3/25/2003 9:27:09 AM
From: orkrious	Read Replies (1) \| Respond to of 436258

Looks like tech is back to being the "place to be" semis getting sold. klac down 50 cents. maybe this comment from friday is having an impact KLA-Tencor: AMAT posture in PDC is a growth risk factor (KLAC) 40.45 +0.70: CIBC World Mkts says competitor AMAT took an aggressive process diagnostic & control posture at its analyst meeting: co announced plans to launch 3 new inspection platforms head to head with KLAC by year end. While KLAC still dominant in PDC, a broader front from AMAT will at very least cause order postponement, demand for discounts from customers; believes AMAT plans 20%-30% lower pricing