Formerly About Applied Materials Message Board

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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: Cary Salsberg who wrote (54038)	10/10/2001 2:29:16 PM
From: Ian@SI	Read Replies (1) of 70976

Hi Cary, By definition practically, when orders turn up, that will be during the low revenue quarters. Otherwise, where are the high revenue quarters going to come from? :-) Like the Peter Lynch commercial lately, there have been 9 recessions followed by 9 recoveries. Recoveries are batting 1000. Betting against the US economy has been and remains a losing proposition. Thus the interest in LRCX's growing backlog. Might it be the indicator of the actual turn? I just don't have the confidence to take much more risk based upon that sole indicator in the sector. Maybe NVLS will have good news to share on Monday???? Regards, Ian

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