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

To: Shoibal Datta who wrote (50530)	8/14/2001 7:12:21 PM
From: trilobyte	Read Replies (1) \| Respond to of 70976

Applied Materials (AMAT) 43.65 -1.19: -- Update -- On call, mgmt said that a few customers have publicly said that they are seeing a bottom which is encouraging. However, for a robust return, AMAT believes we need to see further reductions in inventory, especially in wireless.... Hummm... that's not what I heard! AMAT said wireless demand was rebounding and that the reduction needed to be in the telecom sector . Got a lot of wireless, you see! T--