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


To: Road Walker who wrote (5096)1/21/2003 9:13:18 PM
From: Lizzie Tudor  Respond to of 25522
 
I think this b2b is better than expected? Any comments?

I am of the belief that tech spending will pick up when the war gets resolved fwiw. But I only know software. Unlike the other tech areas enterprise software is posting good results and forward looking comments are pretty good. That means the other sectors will follow eventually.