Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: FJB who wrote (2259)	8/12/2002 7:59:00 PM
From: Sarmad Y. Hermiz	of 25522

Robert, Thanks for posting the links and extracting the rev numbers. It seems there are many ways of arranging the data, and many plausible conclusions. I haven't the foggiest idea of whether AMAT is increasing its dominance of the semi-equipment industry, or not. What is clear is that rip-roaring demand increases will not be happening in the next few weeks. From news that is posted on these threads, it seems fab utilization still has a ways to go before there is need for more equipment, except of course for "technology buys". So in my opinion, the best that a semi investor can hope for at this time is stabilization of revenues, with slightly higher earnings, and rising bookings. If we get a report like that from AMAT I'd be thankful. We'd still be subject to down drafts from the dollar, and war-drum-beating. But at least we'd have a fundamental peg to hang our hat on till the next report. Sarmad

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