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

To: Cary Salsberg who wrote (62866)	4/14/2002 10:26:45 PM
From: robert b furman	Read Replies (1) \| Respond to of 70976

Hi Cary, I would think that a 1 quarter lag will result - and is probably already evolved. Yor 9 month time horizon seems a bit long. Gottfrieds charts already show the bottom to be a record long down period. Do you think becauseof the buildouts meteoric spike in 00 - that the recovery will date James Morgans famous quote:"They'll all come at once". It seems to me with Intc going into production this month with their first 300 mm fab - the time table has already been put into play?? Bob