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Re: Rayman post# 11606

Monday, 08/05/2002 1:51:47 PM

Monday, August 05, 2002 1:51:47 PM

Post# of 704049
Rayman.....

I looked at AMAT also this morning, but with earnings due out next Tuesday I decided there is too much risk of a warning, or some negative analysts' comments, but most of all from the actual earnings report and guidance. I decided to stay away from the group with the exception of CYMI and possibly CREE. I think lower guidance out of AMAT is almost a certainty, but I have been negative on the group for a while, now.

Just my opinion, though.

Good luck on your trade.

mlsoft

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