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


To: Jong Hyun Yoo who wrote (8298)12/12/2003 4:01:23 PM
From: Gottfried  Respond to of 25522
 
JH, thanks for your views. Because of recent stock price history [the false break-out in '02] investors may get nervous and sell sooner this time. I agree that equipment bookings lag severely behind chip sales - compared to previous cycles.

Gottfried