Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.11

+6.9%

Jan 9 9:30 AM EST

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To: Proud_Infidel who wrote (49818)	7/26/2001 12:46:55 PM
From: Kirk ©	of 70976

They are always extremely cautious in their predictions and the upward move usually catches them offguard. Agree. The news from TSMC seems to be HUGE to me. Also, Gottfried's charts sure show the Book2bill is up two months in a row and bookings have turned flat. Shipments usually turn soon after this. suite101.com The charts also show that AMAT should already have the bottom in by now if B2B bottomed suite101.com "The accuaracy of their predictions for the speed of the recovery can ONLY be exceeded by their accuracy in predicting the downturn in semiconductor orders" and you can quote me if you wish! <VBG> Kirk

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