Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 252.25

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Nov 28 9:30 AM EST

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To: Jeffrey D who wrote (4824)	1/8/2003 11:41:32 AM
From: Gottfried	Read Replies (2) of 25522

Jeffrey, re >if orders are going up, we want to own the stocks< There's another possible driver. In the past few months chip makers have not dedicated an adequate percentage of sales to equipment orders. You can see this by comparing to history. home.attbi.com Chip sales have improved every month of 2002, but equipment orders have followed only to July, then started dropping again. This tells me that chip makers have become more cautious. Once that caution is taken away, equipment orders should rise even without a great increase in chip sales. Gottfried

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