Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 226.05

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Nov 14 9:30 AM EST

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To: matt dillabough who wrote (12055)	11/17/2004 12:43:03 PM
From: Cary Salsberg	Read Replies (1) of 25522

RE: "... marking an inflection in bookings momentum." The JP Morgan model is based on these "inflection" points and support from YOY semi sales growth, i. e. another "inflection", will likely cause JP Morgan to turn bullish until the next, reversal "inflection" points.

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