Applied Materials No-Politics Thread (AMAT) Message Board

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

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To: Alastair McIntosh who wrote (5946)	4/20/2003 12:08:11 AM
From: Cary Salsberg	Read Replies (1) of 25522

RE: "The Iraq war contributed to an artificial rise in semiconductor sales in Q1 as manufacturers over-ordered in fear of supply disruptions." Nothing about this statement is a priori obvious to me. Please provide some support for this statement, either statistics or industry executives' statements or both. The news I was reading was that the uncertainty leading up to the war resulted in an overall business slowdown or, at least, a continuation of the sluggishness.

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