Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 256.41

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Dec 19 9:30 AM EST

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To: Gottfried who wrote (31506)	7/20/1999 12:50:00 AM
From: Henry D	Read Replies (2) of 70976

"...what U-shaped recovery?" agree with you U-shape is company specific...NVLS 14% and ESIO 10% and PRIA 14% sequential quarterly sales growth doesnt compare to some others...like COHU 30%+. dont get me wrong, i think 10%+ quarterly increases are good but i think the street wants faster results to justify these PE's and PS's. isnt the b2b out this week?

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