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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (2328)	8/13/2002 4:55:32 PM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 25522

Hi Liz, I'm the least knowledgeable person here. But from my point fo view, AMAT's price will not drop if rev, e, and bookings are rising. No matter how slow the rise. I think it is a matter of direction, rather than amount. So bookings are OK. They can evaporate, or accelerate. But with the higher bookings, chances are next Q will be at least flat, or better. So no double dip, which is what I think was scaring a lot of people -- another downward step. With that out of the way, one can buy or trade without fear that AMAT share price is going to single digits. Sarmad