Applied Materials No-Politics Thread (AMAT) Message Board

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

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To: Proud_Infidel who wrote (10105)	6/4/2004 9:12:35 AM
From: robert b furman	Read Replies (1) of 25522

Hi Brian, Watch the markets - thaty've signalled growth all the way. Bond yields (which have risen) have signalled a continuing(if not strengthening) recovery,just as have the price of oil - which has been a supply/demand issue. The next "revelation" will be how many chips the new digital world consumes. As the recovery proves its strength - the use of chip will be almost exponential. Then we'll get extrapolations into the new economy,that will be ridiculously high(positive),just as they currently are ridiculously negative now. It always takes longer. Patience will greatly reward us. Bob

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