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Politics : Formerly About Applied Materials
AMAT 301.88-1.0%Jan 14 3:59 PM EST
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To: advocatedevil who wrote (60354)2/12/2002 5:14:19 PM
From: FR1  Read Replies (1) of 70976
 
Yes, in some areas. Japan somewhat weak unless they get government help. The rest of pacific basin is growing.

Overall sounds like business is improving and they are giving clear guidance which also says something. Not a spike up but a steady uptrend.

Interesting to hear their comments about how they feel demand for some areas of braodband is there and even money is available but CEOs are sitting on it until they absolutely have to order.

A constant refrain: "Things are back to normal."
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