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

To: robert b furman who wrote (11681)	10/11/2004 9:44:58 AM
From: matt dillabough	Read Replies (1) \| Respond to of 25522

AMAT Applied Materials: Bear Stearns moving estimates further below consensus (16.13 -0.08) Bear Stearns is further reducing its estimates on Applied Materials further to reflect continued caution from semiconductor manufacturers. While there are three weeks left in the qtr, firm believes that Applied's ability to meet revenue guidance is more challenging. The flat to up 5% revenue guidance is at risk and while Bear Stearns was already below that level firm is reducing its estimate further.. Reducing estimates from $2.1 bln to $1.9 bln for that qtr (Reuters consensus $2.3 bln). From there firm believes that there could be a relatively stable revenue stream before growth resumes... believes that the stock could re-test recent lows but continues to think that buy interest appears below $16. Firm's year end 2004 target price is now $22 reduced from $27.

To: robert b furman who wrote (11681)	10/12/2004 7:55:40 PM
From: etchmeister	Respond to of 25522

it's actually the cheapest in Europe; click on "mehr" under charts and statistik clever-tanken.de

To: robert b furman who wrote (11681)	10/12/2004 8:46:43 PM
From: etchmeister	Read Replies (1) \| Respond to of 25522

Neat deal, For the "old" Powerstroke you can buy a handheld device and reprogram "engine management" - 3 or 4 different programs; though I'm not expert this must mean they are using a "field programable" device (FPGA?) certain products even allow "shift the program on the fly" - for course you need to make modifications to handle the power I talked to one distributor and he said the 7.3 liter Powerstroke is the perfect object since the factory throttled engine power down - of course milage is improved as well