Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

+1.3%

Nov 14 9:30 AM EST

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To: Tony Viola who wrote (39171)	11/6/2000 6:19:38 PM
From: michael97123	Read Replies (1) of 70976

One positive for Cisco that I hope Sal. Smith Barney types don't climb all over is that Cisco said supply constraints are easing for them. Chambers didn't say semiconductors, bless him If Cisco booms chips will boom. And if chips boom, the equipment guys will do great. We are in the beginning phase of inning 3 and Ted Williams just hit one out of Fenway. Dimaggio on deck for the tech allstars on 11/15 representing amat.

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