Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 230.17

-1.4%

Nov 7 9:30 AM EST

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To: matt dillabough who wrote (12138)	11/19/2004 11:15:53 AM
From: etchmeister	Read Replies (3) of 25522

While the bulls are calling for a cyclical bottom in early 2005 we already know October, November and December will be down (based on AMAT's order guidance); To me looks Q2 would be a perfect turning point. (Besides it appears that both Intel and AMD are doing well) home.comcast.net

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