Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 270.13

-1.8%

Dec 11 3:59 PM EST

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To: Sam Citron who wrote (51854)	9/10/2001 4:57:48 PM
From: Cary Salsberg	Read Replies (1) of 70976

RE: "Does it give you any pause..." I don't get my prices unless the scenario I am expecting plays out and the market responds negatively to it. My scenario is somewhat grim and I have repeatedly said that I will not want to buy when I get my prices. I don't believe that White made a "directional call of" any "magnitude." I follow "net" orders. NVLS orders have fallen off a cliff. Revenues and earnings must follow. They are following more slowly because of the new regulations and a new number, shipments, has been introduced. The question is still, when will orders turn up? I had predicted 2nd or 3rd quarter of 2002, but, now, I am inclined to think later rather than sooner. I just hope everyone understands how perilous the world economic situation is and people don't risk more than they can afford in the technology sector.

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