Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 228.68

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Nov 11 3:59 PM EST

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To: Nancy who wrote (8500)	1/17/2004 1:24:17 PM
From: Cary Salsberg	Read Replies (2) of 25522

Nancy, I listened to most of their 1 hour conference call last night. It was late and I dozed through the last 10 minutes of Q & A. The call was very positive about both market conditions and the company. From my point of view, the most interesting discussion was about orders for used equipment and for new 200mm tools. While the market is disappointed by these orders and was hoping for more new 300mm orders, I think the orders are a positive sign that IC makers are exhibiting caution and fiscal prudence. It was pointed out that used tools are in very limited supply because of increased demand for capacity and that almost all new fabs are 300mm. Any signs of caution and prudence reinforce my view that this upturn will be more gradual and longer lived than past upturns and current analyst expectations.

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