Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.51

-2.9%

11:56 AM EST

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To: Kirk © who wrote (45615)	4/19/2001 7:20:07 PM
From: Cary Salsberg	Read Replies (1) of 70976

Orders for the quarter were down 60%, sequentially. He expects orders for the next two quarters to be slightly higher because he thinks last quarter was the worst it can get. He might be correct, but a plateauing of orders after a 60% fall is not my idea of a positive that should drive prices higher, but it has.

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