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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 223.95+1.7%3:59 PM EST

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To: advocatedevil who wrote (414)11/10/2001 7:20:40 PM
From: Alastair McIntosh  Read Replies (1) of 25522
 
advocatedevil, you posted:

If Zandman's comments are indicative of what other CEOs might be thinking, then I've got to wonder just how long it will take for some of these folks to begin considering capacity buys again.


Here's an idiot that thinks capacity buys will not show up until 2004.

Message 16620001
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