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

To: Proud_Infidel who wrote (5823)	3/12/2003 9:03:17 PM
From: Gottfried	Read Replies (1) \| Respond to of 25522

Brian, so that's where some of that backlog comes in >sales during the year should leap 50 percent from 2002< Gottfried

To: Proud_Infidel who wrote (5823)	3/12/2003 9:31:53 PM
From: advocatedevil	Respond to of 25522

Brian, It's interesting to read the AMAT press release you posted about China ("Applied Materials sees China orders flat to 15 pct up") after reading this related Semiconductor Business News article from last night: "China is a bust for IC equipment makers, says report" Link: siliconstrategies.com AdvocateDevil (By the way, I bought a small AMAT position, 500 shares $11.62 3/10/03 as part of a new broad based long term portfolio I just initiated - I plan to accumulate more as we move through this nightmare - probably averaging down, but what the heck, ya gotta start nibblin' sometime!)

To: Proud_Infidel who wrote (5823)	3/12/2003 9:35:17 PM
From: Fred Levine	Read Replies (1) \| Respond to of 25522

Brian and Gottfried (and others)-- Never have I seen such a mish-mosh of news. Some 5-6 months ago, the news became moderately better, and it was my expectations that a recovery was beginning. I simply see noise and noise, and no signal seems to be penetrating the noise. Given that, I'm doing nothing. I do want to sell and become less susceptible to the vagaries of the industry. I just think, historically, we're much closer to the lows than the highs. I'll take the middle. Gladly. I'm still waiting for HDTV to turn the corner. Digital cameras did. Big deal! fred