Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 295.24

+3.8%

12:27 PM EST

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To: Katherine Derbyshire who wrote (41883)	2/6/2001 1:58:02 PM
From: Proud_Infidel	Read Replies (1) of 70976

Katherine, My point was not that they were better at predicting industry downturns. But that they were confident enough that a worst-case scenario is not likely given all of the doom and gloom already out there. Most times there is no warning before a downturn hits and the execs are caught offguard. This time though they have many data points from companies, some looking to trim capex(TSMC) and some looking ot boost it(INTC). Given all of what they currently know, I personally believe it is Bullish if they choose to do a share repurchase on the order of 6% of outstanding stock. They would not be doing that if they truly believed they would be hemmoraging money 2 or 3 quarters out. Brian

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