Applied Materials No-Politics Thread (AMAT) Message Board

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

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Dec 19 9:30 AM EST

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To: Cary Salsberg who wrote (9881)	5/20/2004 11:29:12 AM
From: Sam Citron	Read Replies (1) of 25522

Cary, Would you mind fleshing out this second scenario in a bit more detail? You say that it is based on an extrapolation of what is currently occurring and imply that it may mark "a permanent change in the how the industry does business". What exactly is the trend that you are detecting and what are its causes, consequences, likely duration, and significance? Sam

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