Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 231.08

+3.2%

11:53 AM EST

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To: Cary Salsberg who wrote (63858)	5/16/2002 11:28:38 PM
From: Donald Wennerstrom	Read Replies (1) of 70976

Well, you could be right due to the cyclical basis of this business. In order to make it to $20B sooner, it would probably have to do it on this up cycle that is just starting. If history repeats, the up cycle will end in 1 to 3 years, and then we need a 1 to 2 year "downside before another upturn. In this scenario, 2007-8 would be about right! Don

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