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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Alastair McIntosh who wrote (6652)	11/3/2002 1:36:20 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 95530

>> pressure on margin may be greater in 2004 than they were in 2001. Alastair , Could that come about in this environment of dried up venture capital, cost cutting by everyone, and consolidation ? Other industries that survive a shakeout usually see better margins when demand expands. We should look at AMAT's margins when they report in a couple of weeks. One thing to watch is how much incremental EPS is generated from added rev - if there is any added rev. Sarmad