Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 297.52

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Feb 4 3:59 PM EST

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To: Proud_Infidel who wrote (8345)	12/17/2003 10:07:03 PM
From: Jong Hyun Yoo	Read Replies (2) of 25522

Brian, I believe that semi-equipment companies are now seeing best business prospect that they have not seen in almost three years. The question is is imminent rise in the revenue huge in magnitude but short in duration or modest with prolonged time? My feeling is we may be headed for short term pull-in of orders for major equipment. Ecomomy in Asia is strong and turning around in the US and Europe. With improving ecomony worldwide, the semiconductor demand may outstrip the fab capacity due to little investment that chipmakers had last three years. In additions, semi-equipment companies are starting to hire again although selectively at this point.

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