Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 268.79

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Jan 2 3:59 PM EST

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To: Proud_Infidel who wrote (11025)	7/28/2004 12:47:55 PM
From: robert b furman	Read Replies (2) of 25522

Hi Brian, Here's a little sunshine on a dark day: shareholder.com Intest announces much better market than anticipated."We've been through several cycles before and can compare to past cycles.Past cycle peak from double ordering and we see none of that.Demand trends are sustainable. This was one of the better webcasts last quarter also. As I've said ad nauseum,The 300 mm wafers yield so many new chipc that testing demands are huge and not a new tyechnology that more than doubles yields like 300mm does. Like Cohu these guys are going nuts keeping up with "pent up customers" who we haven't seen in a long time.Now they are scrambling to catch up from deferred expansion. Intt up 2.00 plus on over a million shares - this market will yet resond to incresed business and profits. Keep the Faith Bro. Bob

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