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Politics : Formerly About Applied Materials
AMAT 230.17-1.4%Nov 7 9:30 AM EST
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To: Ian@SI who wrote (54035)10/10/2001 1:55:25 PM
From: Cary Salsberg  Read Replies (3) of 70976
 
Ian,

With orders down 75% and moving sideways, a case for the bottom is reasonable. Unfortunately, the 9/11 attack is likely to move the bottom lower for most segments of technology. As far as prices go, a few quarters of the $133M shipments as revenues should mark that bottom. The key for prices will be if bookings turn up significantly in the low revenue quarters. If not, poor visibility and low revenues with losses, will not be fun.

Cary
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