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


To: Gottfried who wrote (7620)10/19/2003 10:41:09 PM
From: rhering  Read Replies (3) | Respond to of 25522
 
Gottfried,

I want to thank you for your wonderful charts over years.

I particularly find the current chip sales vs equipment bookings trend to be almost unbelievable in light of historical levels.

My expectation is the longer bookings remain relatively flat the steeper the ramp will be once it arrives.

Regards,

Roger