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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (12354)	11/4/2003 5:58:57 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95420

RtS, Good input on AMAT. More than ever it seems that AMAT is being scrutinized leading up to their quarterly and yearly report on 12 Nov. The expectations are very high and the stock has responded by continuing to achieve new 52 week highs. It is approaching the 27 to 28 region highs set in April/May of 2002, and the 28 to 29 region highs set in Apr/May/June of 2001. Closing today at 24.90 there doesn't seem to be too much room left on the upside, but you never know. I think, once again, there is so much good news priced into the stock, it will be hard to satisfy everyone when their report is released. Another chance for the old adage to work, "Buy on the rumor and sell on the news". I am really looking forward to the report to see how it all turns out and how AMAT will respond to the news. Don