Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Donald Wennerstrom who wrote (12431)	11/7/2003 8:42:58 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95420

A news item about AMAT from Briefing.com today <<13:57 ET Applied Materials: checks suggest order strength - Prudential (AMAT) 25.45 -0.16: Prudential says that checks suggest the co has been seeing strength across business segments, and they believe Oct qtr orders could be in the $1.15-$1.2 bln range (vs guidance of $1.15 bln and consensus of $1.13 bln); in addition, firm says current business momentum suggests Jan qtr orders could be very strong, and guidance could be up 10-15% and the actual number could be even higher). Firm raises their CY04 est to $0.59 from $0.51 (a penny above consensus) and raises their target to $30 from $25.>>