Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 318.63

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Feb 3 3:59 PM EST

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To: runes who wrote (6409)	7/8/2003 12:07:00 PM
From: Cary Salsberg	Read Replies (1) of 25522

RE: "It seems to me that you are saying the bubble was an atypical phenomena but you are saying that the decrease of semi unit demand (caused by the bubble) is a permanent effect." That is not what I believe. I said that I believe that the industry will move past the bubble effect on unit demand and that unit demand will return to monotonically increasing.

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