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

To: Kirk © who wrote (8575)	1/26/2004 10:41:39 AM
From: Cary Salsberg	Read Replies (1) \| Respond to of 25522

Kirk, I don't think a potential NVLS/LRCX merger drove the price of LRCX up or down. LRCX went up more than the others and now it is more volatile the other way. I think earnings season has moved the market away from wishful thinking and toward analysis of real results. LRCX is doing well, but so are the others.

To: Kirk © who wrote (8575)	1/26/2004 11:23:59 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Kirk, I think I have to agree with Cary on this one. Lam is getting hit but so are many others(ASYT down 5%+). Lam had the largest run, so I think it only natural it takes the largest fall during a breather. Brian Symbol Time* Trade* Change* After Hrs Chg* Bid* Ask* AMAT Jan 22 23.672 0.318 (1.33%) N/A 23.67 23.68 LRCX Jan 22 32.02 1.63 (4.84%) N/A 32.02 32.05 NVLS Jan 22 41.19 0.10 (0.24%) N/A 41.19 41.23 CYMI Jan 22 47.29 1.64 (3.35%) N/A 47.29 47.34 ASYT Jan 22 17.68 0.96 (5.15%) N/A 17.67 17.70 BRKS Jan 22 25.65 0.90 (3.39%) N/A 25.62 25.67