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

To: advocatedevil who wrote (59717)	1/30/2002 1:11:32 PM
From: Sam Citron	Read Replies (1) \| Respond to of 70976

12:27AM Applied Materials says spending should accelerate in 2H02 (AMAT) 41.69 +0.38 (+0.9%): -- Update -- During their presentation to the BofA Technology 2002 conference, the CFO says that capital spending will lag the semi mkt recovery, but spending growth should accelerate in 2H02 (noted that wafer fab revs should grow 53% in 2H02 over 1H02). While this news may not be new, it adds to the growing chorus within the semi industry saying that the cycle bottomedaround September 2001. www.breifings.com