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To: Jacob Snyder who wrote (54528)	10/23/2001 7:29:50 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 70976

Jacob, anyone care to guess how much of this $644 MM are service contracts? CYMI last Q included 32% of sales as parts and service contracts. At this booking rate it seems only INTC is booking new equipment (g). Which is kind of bullish, since sooner or later the rest will have to join the party (GG). Zeev

To: Jacob Snyder who wrote (54528)	10/23/2001 7:38:37 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Jacob, I second your guess >this is the bottom. 644M will be the lowest bookings< Gottfried

To: Jacob Snyder who wrote (54528)	10/23/2001 9:01:21 PM
From: t2	Respond to of 70976

I'm going to bravely guess that this is the bottom. 644M will be the lowest bookings, it's up from here. Slowly at first, then a rapid ramp by mid-2002. I think the Windows XP launch should ensure that the semiconductor demand picks up this month and next...going through the entire food chain. The rollout of new wireless services early next year for high speed internet (handset sales increase) Might be enough for another analyst to declare a bottom. Noticed that Dan Niles was somewhat positive on Compaq earnings...could he be the next analyst to declare a semi conductor bottom and upgrade the sector along with a few PC stocks? Bookings should be up significantly in the next report because of the drop off in demand related to September 11. That would mark a turning point considering how many months we had of declines...ie an analyst can't go wrong in calling it a "bottom" at this point.

To: Jacob Snyder who wrote (54528)	10/23/2001 11:03:23 PM
From: John Trader	Read Replies (1) \| Respond to of 70976

Jacob, A guest on WSW this past Friday (her name is Gretchen) was making the argument that because of Sept. 11 we will get a V-bottom instead of a U bottom. I wish I could recall all the details of her argument, but I recall that it made sense to me at the time (perhaps I am too tired right now - about time here to call it a day). I am going with the bullish view at this point, and agree with the arguments you have made. In fact, I value these inputs here on the AMAT thread much more than the inputs from the investment professionals. I am sure others agree. Regards, John