Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 329.07

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Feb 10 3:59 PM EST

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To: Gottfried who wrote (15902)	9/9/2005 9:56:04 AM
From: Proud_Infidel	Read Replies (1) of 25522

G, Yes, I think restaurants will suffer first, as they face a double whammy of being exposed to people trying to save on driving and also discretionary spending. No doubt high gas prices will also affect semis negatively, but I am not quite sure I am as negative as SEMI, as the rebuilding effort down south will be enormous. You will have purchases using insurance $$ you would not have had before, so I am not quite sure how SEMI takes this into account, if indeed they do at all. Like the Polaroid commercial says, we will need to see what develops;-) Brian

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