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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 236.67+2.5%12:08 PM EST
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To: Big Bucks who wrote (10329)6/10/2004 3:23:08 PM
From: Robert Douglas  Read Replies (1) of 25522
 
From a Bear Stearns' report on the industry:

A deceleration of order patterns for the equipment companies has occurred and now we await the reacceleration
phase. In our view, this will occur in September, and we believe that the Street is starting to agree with us.
However, equipment customers are still a bit on the cautious side.
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