Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 235.24

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Nov 19 3:59 PM EST

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To: Rajiv Hargunani who wrote (1596)	7/17/2002 11:10:10 PM
From: Gottfried	Read Replies (1) of 25522

Rajiv, I don't recall reaction to previous Semicons. I doubt KLIC is the canary, even though it is common knowledge. You have invested prudently. Wells Fargo is calling for much lower valuations, explaining their low targets. There are mistakes in the report: WF has the wrong numbers for the 2 most recent backlogs. Gottfried

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