Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 336.87

+1.3%

Jan 28 3:59 PM EST

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To: Gottfried who wrote (62877)	4/16/2002 7:01:04 AM
From: robert b furman	of 70976

HI G, Very interesting observation. I'm just guessing here,but as James Morgan says - "when they come - they all come at once". My guess is leaders implement new technology - prove it production viability and then the second tier laggards know that they must upgrade or get lost in the low margin commoditization of old tech products/manufacturing processes. Nice to see the turn up come - the past messages of your charts have so eloquently showed once again - you just have to believe. Once again - "Thank You for sharing your excellent work.gg Bob

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