Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 284.31

+5.8%

3:59 PM EST

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To: Jacob Snyder who wrote (59101)	1/19/2002 10:50:59 AM
From: John Trader	of 70976

Jacob, Good post, thanks very much for sharing your insights. Regarding techs and capital equipment spending, there are two interesting articles in today's Barrons. One is titled "Wave Theory" and is bearish near term on most techs and also AMAT. The second one is titled "Business Outlays: No Delays", and argues the capital spending consensus is wrong. John

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