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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Robert Krauss who wrote (38439)10/18/2000 3:01:18 AM
From: csmith  Read Replies (1) | Respond to of 70976
 
I agree with you that AMAT will go to the 30's. I also
believe it won't go much further. The next question
is this: previous bottoms have occured after lower
equipment sales. We haven't seen lower sales yet. Do
we have to wait 6 months for sales to bottom out (and
a new up cycle begins)??