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

To: runes who wrote (6409)7/8/2003 12:07:00 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 25522
 
RE: "It seems to me that you are saying the bubble was an atypical phenomena but you are saying that the decrease of semi unit demand (caused by the bubble) is a permanent effect."

That is not what I believe. I said that I believe that the industry will move past the bubble effect on unit demand and that unit demand will return to monotonically increasing.


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