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

To: advocatedevil who wrote (44719)	3/29/2001 4:03:08 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Ad, thanks for the article "The Chip-Equipment Sector Hasn't Bottomed Yet". Of course the writer doesn't know that and neither do we. Agreed, compared to past cycle bottoms semi equips are pricey. Maybe AMAT will go to 35 or lower. Maybe not. But it will go much higher eventually in concert with rising bookings. No doubt about that at all. >Based on current budgets, the top 10 spenders will decrease capital spending by roughly 15%< That's what happens when the bookings cycle is on the way down. Duh. Gottfried