Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.14

+6.9%

3:59 PM EST

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To: advocatedevil who wrote (57296)	12/12/2001 8:48:34 PM
From: BWAC	Read Replies (3) of 70976

AD, From your very own post earlier today. Pay particular attention to the bolded part. When the turn in business does come, AMAT will be lean on cost. And I'm sure you know the rapid upslope of earnings once fixed or breakeven cost are exceeded by increasing sales. (Whenever that time is.) --------------------------------- "15:21 ET Applied Materials (AMAT) 43.76 -0.18 (-0.4%): -- Update -- Sources at Prudential are telling us that checks show AMAT could have a 2nd round of layoffs, numbering perhaps 2000-2500, beginning today; firm sees this as a positive as it could provide leverage for the co as the cycle turns and could lower their breakeven level (currently at about $1.1 bln in quarterly sales)." ---------------------------

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