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: Proud_Infidel who wrote (2530)	8/19/2002 10:45:48 AM
From: Cary Salsberg	Read Replies (2) of 25522

RE: "...then the recovery will be the most protracted and modest recovery in the industry's history." I agree with "protracted". I have said that the peak will be in 2007-2008 when AMAT hits $20B. Obviously, that is not "modest". "Modest" requires a peak year and a peak revenue estimate. I have seen one estimate, but it came with little explanation for it being the top.

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