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

To: Road Walker who wrote (5313)	2/3/2003 11:54:31 AM
From: Gottfried	Read Replies (1) \| Respond to of 25522

John, here it is home.attbi.com Glancing at the chart, slight Dec decreases in chip sales seem to be the rule. [Remember these are 3 month averages] Gottfried

To: Road Walker who wrote (5313)	2/3/2003 5:36:51 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 25522

sheesh that poll doesn't seem to be jiving with the financials tech companies are putting out. Is it a time delay or sampling error or what I wonder. "IT spending never slowed down" or "already picked up" account for 32.1% of total respondents. 7) Special Question: When do you expect a pick up in your IT spending? (Total Votes: 368) It never slowed down: 75 20.4% It has already picked up: 43 11.7% First quarter of 2003: 31 8.4% Second quarter of 2003: 51 13.9% Third quarter of 2003: 60 16.3% Fourth quarter of 2003: 19 5.2% Beyond 2003: 61 16.6% Not sure: 28 7.6%