Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 226.05

+1.3%

Nov 14 9:30 AM EST

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To: Proud_Infidel who wrote (2717)	8/29/2002 9:35:16 AM
From: Sarmad Y. Hermiz	Read Replies (2) of 25522

>> Can't say it's a good one today though Brian, it's the Cary scenario playing out. A very slow recovery in chip/equipment sales that will be driven by technology upgrades instead of capacity increases. If one is fully invested already, then forget about the rest of this year. AMAT has already forecast a drop in orders this Q. That is not changed, in fact it is getting confirmed by comments about Novellus having 20% lower orders. The back-log will keep the companies profitable. The lousy market will keep venture-capital startups down. So when the recovery eventually comes, our companies will make hay for several Q's. However, that is not in 2002. Ork rules, for now! Stay sane, and spend the time usefully. Prices will recover at least partially. But this time in our lives will slip out and recede for-ever. And it is a good morning, if you are at your prime, and healthy, and have lots of amat shares. (hopefully not on margin). Sarmad

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