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

To: rhering who wrote (7625)	10/19/2003 11:53:24 PM
From: Gottfried	Respond to of 25522

Roger, thank you! New charts will be up some time this week after SEMI reports equipment data tomorrow. Gottfried

To: rhering who wrote (7625)	10/20/2003 12:33:17 AM
From: Cary Salsberg	Read Replies (2) \| Respond to of 25522

RE: "...the longer bookings remain relatively flat the steeper the ramp will be once it arrives." I believe that "steeper" should be replaced with "longer". Fabs and tools are more expensive. Each node on the road map is more and more difficult to implement and ramp up yields. Semi manufacturers are more sensitive to end user demand and corporate profitability. I have thought this since 2001. Next year will be the real test.