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Politics : Formerly About Applied Materials
AMAT 268.87+4.6%Jan 2 9:30 AM EST
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To: Math Junkie who wrote (62263)3/22/2002 5:59:26 PM
From: FR1   of 70976
 
Right - I agree completely. They are hoping and guessing.

Terrorist or the FED could kill any recovery.

AG showing he wants to raise rates soon is not helping. We are still in the critical recovery ward and he is acting like we are fully recovered.

Anyhow, AMAT has to make some decision and it seems to be a good guess. I think they are basing it on business they know they have on hand. Also, they they did state that they feel capacity will go from 50% now to 80% by the end of the year.
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