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


To: Proud_Infidel who wrote (54093)10/12/2001 2:22:10 PM
From: Jacob Snyder  Read Replies (3) | Respond to of 70976
 
JP Morgan, research 10/10/01

No capacity-driven upturn till late 2002/early 2003

Industry capex will decline by 10-to-15% in 2002 (previous estimate was a 6% decline)

AMAT revenue will go up, from 5.64B in CY2001, to 5.94B in CY2002.