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


To: Lizzie Tudor who wrote (7196)9/17/2003 9:25:53 PM
From: Sarmad Y. Hermiz  Respond to of 25522
 
>> disappointment or a disaster.

AMAT is down 2c AH. I guess for shorts this is both a disappointment AND a disaster.



To: Lizzie Tudor who wrote (7196)9/17/2003 9:26:04 PM
From: Gottfried  Read Replies (2) | Respond to of 25522
 
Liz, look at the raw data and you see both, billings and bookings improved. semi.org!OpenDocument

Gottfried



To: Lizzie Tudor who wrote (7196)9/17/2003 9:39:51 PM
From: BWAC  Read Replies (1) | Respond to of 25522
 
<a disappointment or a disaster.>

Neither. It will just be viewed as more order to come inevitably in the future. Pile in!

Never mind that July Bookings were revised down by almost 60 million.