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Politics : Formerly About Applied Materials
AMAT 223.95+1.7%Nov 21 9:30 AM EST
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To: Jacob Snyder who wrote (45916)4/26/2001 6:15:55 PM
From: Cary Salsberg  Read Replies (2) of 70976
 
RE: " If consumer demand holds up, the longs are probably right, that we've seen the bottom in the semi-equip stocks."

Technology is primarily business capital expenditure. While consumer spending drives the whole economy, your "holds up" and the current excesses in capital equipment don't necessarily add up to a significant rise in semi sales. Without such a rise, semi-equip orders will be flat to down from here. Current semi-equip prices do not discount months of flat to down orders from current levels.
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