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

To: advocatedevil who wrote (60354)	2/12/2002 5:14:19 PM
From: FR1	Read Replies (1) \| Respond to of 70976

Yes, in some areas. Japan somewhat weak unless they get government help. The rest of pacific basin is growing. Overall sounds like business is improving and they are giving clear guidance which also says something. Not a spike up but a steady uptrend. Interesting to hear their comments about how they feel demand for some areas of braodband is there and even money is available but CEOs are sitting on it until they absolutely have to order. A constant refrain: "Things are back to normal."

To: advocatedevil who wrote (60354)	2/12/2002 5:57:22 PM
From: GST	Respond to of 70976

That is what I heard -- but orders are not sales -- orders can get cancelled.