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Politics : Formerly About Applied Materials
AMAT 328.51+1.9%3:59 PM EST
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To: Tony Viola who wrote (42379)2/20/2001 4:24:36 PM
From: Jacob Snyder  Read Replies (2) of 70976
 
Right. But in the last downturn, Intel, along with everyone else, put technology buys on hold. The question of most importance to the semi-equip stocks is: will the technology buys continue? So far, the answer is: yes. But the historical pattern of previous downturns is that tech buys will follow capacity buys (down).
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