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

To: Gottfried who wrote (4160)	11/21/2002 11:25:33 PM
From: Sarmad Y. Hermiz	Respond to of 25522

Gottfried, I think (and as others have posted) that chip makers, equipment makers, etc... have to learn to live with a lower level of revenue than '99 and '00. And to scale their operations to make a profit. In that sense, even if the lower B2B was really a harbinger of lower revenue, it shouldn't create panic. Every company has been right-sizing for a while now. Most had 2 or 3 rounds already. So I think there will not be a big sell-off. Speaking of which, I hope our thread bears are bearing up well under the recent bullish strain. Ork has not posted for a while. He's probably too disgusted with the market action lately. Sarmad