Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 253.87

+0.6%

12:23 PM EST

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To: Gottfried who wrote (36906)	8/19/2000 3:35:47 PM
From: Sun Tzu	Read Replies (1) of 70976

Thanks I saw Carl's charts. But how does it tell me what capacity utilization at AMAT is and how quickly AMAT can ramp up its production? Perhaps I did not look at the right charts. I think the ability to deliver the goods will be the most important factor in deciding which of the semi-cap stocks will be the winner for the next couple of quarters. BTW, if I recall correctly, Carl's chart showed the spending-to-sales ratio near historic highs. ST

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