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Politics : Formerly About Applied Materials

AMAT 226.24

+2.7%

2:50 PM EST

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To: Gottfried who wrote (44511)	3/25/2001 10:43:18 PM
From: Paul V.	Read Replies (3) of 70976

Gottfried, Have you updated your orders, shipment, BTB and price comparisons for the latest AMAT data? Please give me the sites. Do we have any ideas what to expect from AMAT's price this up cycle. Last cycle from a low in the 20's it ran up to 230. I am wondering that with the Co circuitry, 300 mm comings on line that we may have a huge third wave of AMAT. John L. stated that the .09 circuitry is being worked out in the Lab. The next few years will be explosive, IMO. Paul

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