Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.68

+1.2%

Nov 17 3:59 PM EST

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To: Gottfried who wrote (49224)	7/16/2001 3:41:17 PM
From: Paul V.	Read Replies (4) of 70976

Gottfried, It is interesting to compare your charts and my data with AMAT's price with orders, shipments and BTB numbers. I was talking yesterday with a VP at Firstar Bank. He informed me that their computers were a couple of years old and they are going to begin replacing them with new ones beginning in 2002. Naturally, this represents only one corporation. However, if Firstar represents the corporate environment then Computer, etc. sales, etc should increase greatly. I recall reading on one of the SI sites that the Y2K computer purchases should getting at the end of their 2-4 life cycle. Is this correct from an engineering standpoint? Paul

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