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

To: Jacob Snyder who wrote (4719)	1/3/2003 10:15:39 PM
From: Gottfried	Read Replies (3) \| Respond to of 25522

Jacob, thanks for your comment. Before I forget, a link to Bernie Schaeffer's prognosis for 2003. It's a long article. schaeffersresearch.com Predictions of another DOW low this year are a dime a dozen, but hardly anyone spells out how they arrive at this. These two charts deserve some extra scrutiny because they show the recent disconnect between chip sales and equipment bookings. home.attbi.com Despite rising chip sales, equipment bookings declined the last few months. home.attbi.com Either chip makers have enough capacity or they have cold feet. Gottfried