Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 307.20

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Jan 12 3:59 PM EST

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To: Cary Salsberg who wrote (7455)	10/8/2003 2:07:35 PM
From: Sam Citron	Read Replies (2) of 25522

I had pretty much assumed that the capex/revenue time series looked like a sine wave, without much of a secular slope to the function. But perhaps I am wrong. Gottfried may have a chart we can take a look at. Then we can stop speculating. <g>

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