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

To: Ram Seetharaman who wrote (39692)11/15/2000 5:02:46 PM
From: Lone Star  Read Replies (2) | Respond to of 70976
 
It aint over, dropping like a stone now. Under 46 and still moving. Someone said something.

EDIT: 44



To: Ram Seetharaman who wrote (39692)11/15/2000 5:04:19 PM
From: Kirk ©  Read Replies (1) | Respond to of 70976
 
in CC, Morgan pretty much says things are just getting started and AMAT is stronger and more profitable then they have ever been.

We might have just witnessed the bottom of the cycle where we had regulars at each other's throats, turned into a politics thread, discounted slower growth in 2001 and now can start looking forwards again to the next up cycle.

expect 75¢ to 78¢ next quarter and book to bill above 1.1


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