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: Gottfried who wrote (7620)	10/19/2003 10:41:09 PM
From: rhering	Read Replies (3) of 25522

Gottfried, I want to thank you for your wonderful charts over years. I particularly find the current chip sales vs equipment bookings trend to be almost unbelievable in light of historical levels. My expectation is the longer bookings remain relatively flat the steeper the ramp will be once it arrives. Regards, Roger

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