Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 220.28

-6.4%

Nov 20 3:59 PM EST

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To: C_Johnson who wrote (36965)	8/24/2000 12:33:22 PM
From: Math Junkie	Read Replies (1) of 70976

Carl, thanks! Those slides are extremely valuable for anyone who is interested in this sector, IMO. It's interesting that the '97 semiconductor equipment peak does not show up on the year-over-year chart, except as a blip on semiconductor sales: infras.com The bookings and sales chart shows why, in that the '97 uptrend is being compared to an approximately equal '96 downtrend: infras.com

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