Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 232.06

+3.6%

1:13 PM EST

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To: Gottfried who wrote (63850)	5/16/2002 8:34:16 PM
From: Sarmad Y. Hermiz	Read Replies (2) of 70976

Thanks Gottfried. I interpret the chart to mean that the rise in bookings is very gradual, so it will be of a longer duration, since it will not quickly result in over-capacity like the last time, which rose sharply, and burned itself out quickly. I think that is the best kind of trend that we can hope for. Similarly with the over-all economy. A slow rise will give time for demand to build and capacity to be used up. In fact, when we see either GDP or semi equip bookings rise to the level of the previous peak, to me that will be a signal to sell all. And for that matter, when the un-employment rate goes below 4%. There is not likely to be any up-side remaining then. But for now, it is ALL up-side. Thanks for the quick update to the chart. Regards, Sarmad

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