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

To: michael97123 who wrote (39894)	11/22/2000 10:03:54 PM
From: trilobyte	Read Replies (2) \| Respond to of 70976

I have a question about AMAT... you guys can go back to all that OT stuff after that ;) in the btb numbers, it was said that demand for front end equipment was particularly strong last month. So 1) what does this imply about future demand? i.e. does front end demand come at the beginning of the cycle (oh the dreaded word! --the cycle must have ended since AMAT put in a record correction from its top although somehow I'm still looking for the evidence...) 2) what is front end equipment and which companies produce it. 3) what is back end equipment and which companies produce it. thanks Trilobyte

To: michael97123 who wrote (39894)	11/23/2000 8:17:07 AM
From: daryll40	Read Replies (1) \| Respond to of 70976

-If there is a 1% annualized, oil induced rise in inflation for 6 months to ward off a disastrous recession, so be it. Unless Greenspan has Altzheimers he should be thinking this right about now. Maybe he will speak, hopefully softly to this point and remove this point of fear.- On the other hand, if Greenspan monetizes the oil shock, we could be setting ourselves up for an inflationary spiral a la 1973-1980. So maybe a little pain now will ward off long term pain later. Daryll40