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

To: robert b furman who wrote (6749)	8/13/2003 3:17:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Hi Bob, When the numbers confirm it - it will be too late. This is the most important part, and why many will be scratching their heads all the way up. BK

To: robert b furman who wrote (6749)	8/13/2003 3:19:09 PM
From: BWAC	Read Replies (1) \| Respond to of 25522

Robert, You're right. But just the same, it will all average back out. Cause at the top the rightsizing will have been reversed to overcapacity and over employeed, and yet again the downsizing cycle will begin. Unless of course this time is different? Maybe I'm just in a real bad mood or something, but with each incrementally increasing stock price I increasingly don't see the reason for the continued optimism? As you say though "When the numbers confirm it - it will be too late".