Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 328.51

+1.9%

11:20 AM EST

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To: Justa Werkenstiff who wrote (54527)	10/24/2001 7:57:13 AM
From: robert b furman	Read Replies (1) of 70976

Hi Justa, With Boookings and shipments both at new lows in September and "no vision", sure does set up Q4 as the bottom - or else a real surprise must happen in Nov/Dec.My bet is we bottom here in Q 4. Shades of 1998 all over again - I hope. Bob

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