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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: john722 who wrote (71553)	5/25/2002 10:19:35 PM
From: TREND1	Respond to of 99280

john722 The CEO of AMAT was on CNBC recently. He stated that some of AMAT's equipment have been on line with some companies for over 10 years. He explained that it is not like a car. You do not dump the old car and buy a new car. You update the car, new trans,new motor,etc.etc. Micron Tech is a great company for doing this kind of modifications for years. Hope that helps Larry Dudash

To: john722 who wrote (71553)	5/25/2002 10:46:15 PM
From: Zeev Hed	Read Replies (3) \| Respond to of 99280

John, at the puny rate of $750 MM/month in bookings over the last six month, I would not be surprised if $400 MM were services and the rest INTC and some Taiwanese orders. That should leave pent up demand in that sector, only awaiting better profits with which to buy equipment, but with INTC going from a rate of $7.5 B annually last year, at a now rumored $4.5 B in capex, who knows, the semi-equip might have another quarter or more before things look a little better. Zeev