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

To: Jacob Snyder who wrote (39994)	11/26/2000 4:27:59 PM
From: Ian@SI	Read Replies (3) \| Respond to of 70976

Why? Bookings are expected to be flat at RECORD levels which are more than double the bookings at the last trough. This strikes me as a much healthier bookings pace; and good for the longevity of the current cycle. Ian. +++++++++++ re: I am conflicted between Morgan's discouraging earnings guidance and the increase in orders reported with the last Book to Bill. Me too.

To: Jacob Snyder who wrote (39994)	11/26/2000 5:11:11 PM
From: Demosthenes	Read Replies (1) \| Respond to of 70976

Jacob, <<Access to credit has been shut off recently for many internet and telecom companies, and vast expansion plans in those sectors are going to get mothballed. This will affect chip demand, and AMAT stock price is ultimately a derivative of chip demand. >> Major premise: Credit is nil for some inet/telecom co's. Minor premise: Vast expansion plans in these sectors to be mothballed (a HUGE assumtion). Conclusion: Chip demand will be affected. ~~~~~~~~~~~~~~~~~~~~~~~~~ Why would something think expansion would be mothballed because SOME companies cannot get credit? Some baseball teams play poorly, therefore the sport will be mothballed. I just don't think my logic professor would give me a passing grade with these examples. There were over 300 auto companies in the 20's and over 90% of them are no more. They lost access to credit on their way to non-existance. And we all know what kind of mothballing the auto industry has had in the last 70 years. D