Applied Materials No-Politics Thread (AMAT) Message Board

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

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Nov 28 9:30 AM EST

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To: willcousa who wrote (4828)	1/8/2003 2:44:01 PM
From: Jacob Snyder	Read Replies (2) of 25522

<<the question is - how much of an upturn in demand can intel satisfy within existing capex?>> What upturn in demand? Why is everyone assuming there will be a 2H03 increase in demand for chips?

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