Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.51

+6.1%

Feb 6 9:30 AM EST

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To: Ram Seetharaman who wrote (39692)	11/15/2000 5:04:19 PM
From: Kirk ©	Read Replies (1) of 70976

in CC, Morgan pretty much says things are just getting started and AMAT is stronger and more profitable then they have ever been. We might have just witnessed the bottom of the cycle where we had regulars at each other's throats, turned into a politics thread, discounted slower growth in 2001 and now can start looking forwards again to the next up cycle. expect 75¢ to 78¢ next quarter and book to bill above 1.1

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