Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 220.28

-6.4%

3:59 PM EST

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To: Proud_Infidel who wrote (8269)	12/10/2003 2:16:28 PM
From: Berk	Read Replies (3) of 25522

Brian and anyone else: Do you remember other times when the moves in the SCE's and related companies have been so disparate? LRCX recently hit new recovery highs as did ASML while CYMI, AMAT and NVLS have been flat to modestly up. Meanwhile WFR and COHU are down. Is this the normal up cycle pattern or what? Appreciate anyone's thoughts on this.

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