Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.25

-0.5%

2:52 PM EST

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To: 16yearcycle who wrote (41545)	1/16/2001 9:05:07 PM
From: Ian@SI	Read Replies (2) of 70976

Gene, I think the street has priced in a major recession of unknown duration. That expectation is looking a little less likely with the INTC report tonight; and even the NVLS report is extraordinarily optimistic for the second half of 2001. Rather than up to 2 down or flat years, NVLS is expecting 2 down or flat quarters before RECORD revenues are again achieved. That growth would be due to the rollout of Cu and 300mm capacity rather than just the dribs and drabs of Cu / 300mm technology buys that we've seen so far. The biggest surprise, to me, is that I saw no PRIA move during after hours trading. And with 300 mm being made real by INTC, I'd expect a major move to occur well prior to yearend for PRIA, MTSN in addition to AMAT, NVLS and KLAC. Goes to show what I know. Ian.

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