Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.17

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3:59 PM EST

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To: Justa Werkenstiff who wrote (19994)	6/7/1998 11:16:00 PM
From: 16yearcycle	of 70976

Justa, I have spent several days reviewing the past 20 year track record of this industry, with regard to overall revenue numbers primarily. One thing that is particularly striking, given that we are bound to have a terrible next 12 months; any comparable periods of time of 3+ years with flat revenue did in fact end with an explosion in revenue growth and stock prices. I am aware that most of you know this, but reviewing it was compelling. 3 years is stretching the consolidation phase out a bit, and this period has often ended with many of the companies revenue figures doubling suddenly, within 6 months.

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