Formerly About Applied Materials Message Board

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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: Jacob Snyder who wrote (51101)	8/24/2001 12:39:52 AM
From: Gottfried	of 70976

Jacob, re >Note to self: at the next semi cycle peak (2003?), when fab capacity utilization is down for 2 consecutive quarters, sell all semi-equips, no matter what is happening with bookings.< I re-charted SEMI and AMAT backlog as mtm CHANGE and that may well help give a sell signal. Will post chart tomorrow. G.

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