Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 267.87

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Dec 5 3:59 PM EST

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To: Proud_Infidel who wrote (10259)	6/7/2004 8:41:00 PM
From: Donald Wennerstrom	Read Replies (1) of 25522

<<Capital spending growth will slow in 2005, rising 6.2 percent to $48 billion, before falling 8.3 percent to $44 billion in 2006>> Brian, I am sure glad we found that out aren't you? I am going to go right out tomorrow morning and sell all my semi-equip shares. We are going into a terrible, terrible downturn here going from 48B in 2005 to 44B in 2006.:) Now we have to wait for the next cycle which begins in 2007. Let's see, that means we should sell now and "load up" again in early 2006 just when things look really bad - then in Jan 2007 we can bail out very quickly at the peak before anyone else can sell. I'm really glad we have this cycle business all figured out. Now I can sleep at night knowing the real "scoop". Don

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