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B4 the Bell, Ilovebushday, Aug 17, 2004


Guest yobob1

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Just heard this on public radio:

 

Administration top priority for economy is not inflation, not jobs - it is terrorism.

 

Let inflation rip.

 

Bung

Do you think the markets will like this?

What the administration is saying is:

 

"Just focus on your fear of terror. Whether you're working two jobs to make ends meet or looking for work, you don't have time to worry about a collapsing dollar, ballooning oil prices or the prospect of a major bursting of the housing bubble. Just keep looking for suspicious Arabs in your neighborhoods and we'll handle everything else."

It is your gubmint's duty to keep you constantly worried about terror.

 

When you worry about being indiscriminately blown up--this is the true nature of patriotism.Fill your head with fear and you no longer will question why you are working more hours for less pay.Fill your mind with terror and you will not have time to ask why "we" your protectors are getting fatter and richer.

 

Should you have any free time to ask these questions, then we will tell you that it's all for your own good and that because national security is involved,it's secret and we're not going to answer any questions.

 

Just keep giving the money and stay frightened.

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Muted Hopes for Applied Materials

 

By K.C. Swanson

TheStreet.com Staff Reporter

8/17/2004 9:21 AM EDT

 

Caution rules the land, and caution is expected to guide Applied Materials (AMAT:Nasdaq - news - research) when the chip-equipment supplier sizes up its future after the bell Tuesday.

 

That said, some anal cysts say they wouldn't be surprised to see the company best Wall Street expectations for the quarter ended in July. The consensus estimate calls for earnings per share of 25 cents on revenue of $2.14 billion, but both Deutsche Bank and Banc of America said there's the potential for upside on both counts.

 

If Applied Materials can pull off an upside surprise, it would be the third quarter in a row it has trumped consensus estimates.

 

Guidance is a bigger question mark, given signs of softer-than-expected semiconductor demand reported by big, diversified chipmakers such as Analog Devices (ADI:NYSE - news - research) and National Semiconductor (NSM:NYSE - news - research) and inventory buildups at industry giants such as Intel (INTC:Nasdaq - news - research) and Broadcom (BRCM:Nasdaq - news - research).

 

Indeed, for Applied, order outlooks from anal cysts are wide-ranging and reflect expectations for guidance anywhere from down 5% in a worst-case scenario to up 10% in the best cases.

 

Semiconductor-equipment stocks often trade based on order forecasts, which signal trends in earnings and revenue.

 

Somewhere in the middle of the range, Deutsche Bank expects Applied to guide for orders to stay flat, evidencing its belief that chipmakers "are re-evaluating capacity expansion plans and making incrementally conservative forecast adjustments." The bank says a no-growth outlook would fit with the modest guidance from Applied's competitors that have quarters ending in September.

 

A slightly more bearish note from Banc of America predicts that orders could fall between flat to down 5%.

 

http://www.thestreet.com/tech/kcswanson/10178525.html

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Just heard this on public radio:

 

Administration top priority for economy is not inflation, not jobs - it is terrorism.

 

Let inflation rip.

 

Bung

Do you think the markets will like this?

What the administration is saying is:

 

"Just focus on your fear of terror. Whether you're working two jobs to make ends meet or looking for work, you don't have time to worry about a collapsing dollar, ballooning oil prices or the prospect of a major bursting of the housing bubble. Just keep looking for suspicious Arabs in your neighborhoods and we'll handle everything else."

"You're either with us or against us....

 

There's a big crowd of Americans that believe this stuff... I guess it helps, somehow, someway.

 

Let's see how much they love paying for their heating oil this fall. Bushman better pray like hell there's no early cold snaps in the New England states this Nov.

 

Dec.04 contract has printed a 10% rise since last Wed. , and IMO, might just print another breakout high, this week.

 

All of this attention to crude & gasoline prices. BTW, funny how the media is "priming" the price at the pimp. So far, as much as I can tell, there hasn't been any mention of heating oil in any of the main stream media.

 

Things look awful toppy, bet you never know. Maybe it's all just fun & games & nothing matters to anyone.

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