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

To: Joseph Beltran who wrote (39753)	11/16/2000 1:00:16 PM
From: Gottfried	Respond to of 70976

Joseph, thanks for the article. It's of interest to read what the powers are thinking. >A month ago, analyst Byron Walker of UBS Warburg downgraded Applied Materials to "hold" because of a gloomy macro outlook. He looked beyond the company's customers to make an assessment of how strong the growth could be next year and discovered a slowdown in the food chain. As a leveraged play on electronics consumption, Applied Materials will go up and down according to consumption, he says.< AMAT started down April 2000. As of the September report the 'food chain' was still doing fine, i.e. SIA still reported rising ww semiconductor shipments. Just how far ahead do these analysts see? :) SIA ww shipments chart... geocities.com Gottfried