Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.87

-0.6%

Dec 5 9:30 AM EST

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To: Jacob Snyder who wrote (54528)	10/23/2001 9:01:21 PM
From: t2	of 70976

I'm going to bravely guess that this is the bottom. 644M will be the lowest bookings, it's up from here. Slowly at first, then a rapid ramp by mid-2002. I think the Windows XP launch should ensure that the semiconductor demand picks up this month and next...going through the entire food chain. The rollout of new wireless services early next year for high speed internet (handset sales increase) Might be enough for another analyst to declare a bottom. Noticed that Dan Niles was somewhat positive on Compaq earnings...could he be the next analyst to declare a semi conductor bottom and upgrade the sector along with a few PC stocks? Bookings should be up significantly in the next report because of the drop off in demand related to September 11. That would mark a turning point considering how many months we had of declines...ie an analyst can't go wrong in calling it a "bottom" at this point.

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