Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.25

+0.9%

Nov 28 9:30 AM EST

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To: Return to Sender who wrote (64797)	7/10/2002 10:00:22 PM
From: Gottfried	Read Replies (1) of 70976

RtS, a week or so from tomorrow we'll have the June SEMI btb. Maybe the btb will be lower or will not rise much: another reason to downplay the stocks. Btb could be lower if billings rise more than bookings. Either way, some reason can be found to downgrade the industry. And, ironically, it's the only industry with improving, measurable fundamentals I know of. The downgraders never mention that. Gottfried

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