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

To: Jacob Snyder who wrote (49008)7/10/2001 1:50:29 PM
From: Michael Young  Read Replies (1) | Respond to of 70976
 
By "demand coming back" do you mean the hyper growth associated with the telco buildout of 1996 - 2000? Or just slow, steady growth?

If the latter, these stocks might not offer much in the way of returns.

MIKE



To: Jacob Snyder who wrote (49008)7/10/2001 2:05:15 PM
From: w0z  Read Replies (1) | Respond to of 70976
 
When will INTC announce their 2002 capex?

Probably some indication in late December but no later than Q4 earnings release in mid-January.



To: Jacob Snyder who wrote (49008)7/10/2001 4:26:58 PM
From: Cary Salsberg  Respond to of 70976
 
RE: "Telecom, IMO, will be the last sector to recover..."

What is wrong with this? First telcom ORDERS recover, then semi ORDERS, and, finally, semi-equip ORDERS.


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