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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 230.17-1.4%Nov 7 9:30 AM EST
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To: Cary Salsberg who wrote (8563)1/23/2004 1:02:49 PM
From: robert b furman  Read Replies (1) of 25522
 
Hi Cary,

Shall do.

I expect the multiples to be more like the cycles prior to 99 and 00.

I'm more positive on the earnings as consolidation will help.Even more importantly however - I'm hopeful for greater global market share in non traditional testhandler segments not addressed in past cycles.

I'll track the past cycles and get a time line.

Then the webcasts will tell us about new market conquests.

Bob
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