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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 326.74+1.4%12:35 PM EST

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To: Math Junkie who wrote (29)10/23/2001 1:17:42 PM
From: Proud_Infidel  Read Replies (1) of 25522
 
We should get more details from the AMAT CC in a few weeks. My guess though is that the spring is compressing for the industry, with the lack of capex going on and being planned for '02, and the fact that recent economic stimulus has really yet to take hold.

BTW, this is a very nice change of pace from the current ludicrous nuke discussion on the AMAT thread.

Brian
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