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

To: Jerome who wrote (19316)	6/8/2006 6:36:51 PM
From: etchmeister	Read Replies (2) \| Respond to of 25522

Only one question really matters...."are you having a good quarter?" The unexpected happened - NVLS provided footing for the group and someone must have slipped a couple Zoloft in Rick Hill's ice tea during lunch time. Several months ago Hill was extremely conservative to a point bearish almost sounding like a sell side pundit and made the comment "in (to the year) like a lion and out like a bobcat" while referring to bookings. When R. Hill speaks the pundits listen and IMHO he has influence in shaping the opion of analysts. Therefore it must have been a big surprise to them when he mentioned the possibility second half could be up. The question is what will the "financial community" do? postponing the peak? saying the strength of second half will lead to weakness in 07?