Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 225.18

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Nov 18 3:59 PM EST

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To: etchmeister who wrote (19156)	5/27/2006 11:24:24 AM
From: Cary Salsberg	Read Replies (1) of 25522

RE: "...this just shows you how their brains work - the downturn is more shallow and hence the upturn will be softer; a shallow downturn "kills" a good portion of upside potential (for the industry)." It is true that both downturns and upturns will be more moderate. Both are caused by the more rational process for cap ex acquisition that is currently being implemented. Your "kills" is out of place, here.

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