Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 230.17

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Nov 7 9:30 AM EST

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To: Proud_Infidel who wrote (9140)	3/11/2004 3:12:48 PM
From: Donald Wennerstrom	Read Replies (1) of 25522

Brian, A lot of good news is being put forth - growth seems to be everywhere. Hard to believe growth is going to come to a screeching halt in the next 6 months.;) Actually, as time has been moving on, we are nearing the end of the 1st calendar quarter. As posted previously, many "entities" have been saying growth only in the 1st half of the year, leveling off in the 2nd half, and then down in 2005. Since we are fast closing in on the last of March, we only have another 3 months of growth and then "stagnation" will be setting in. We won't have long to wait to find out if that scenario is true.;) Don

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