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

To: Donald Wennerstrom who wrote (13400)	2/18/2004 7:17:35 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95761

Also from Marketwatch, a "concise" statement of how good this quarter was for AMAT. <<17:00 ET SAN FRANCISCO (CBS.MW) -- Applied Materials said it expects fiscal second-quarter sequential order growth of 30 percent, sales of $1.87 billion, and earnings between 17 and 19 cents a share. Analysts had expected, prior to Wednesday, sales of $1.48 billion and earnings of 11 cents a share, on average, according to Reuters Research.>> Should be a lot of upgrades that come out of this report.