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

To: Cary Salsberg who wrote (8563)1/23/2004 11:35:14 AM
From: BWAC  Read Replies (2) | Respond to of 25522
 
Market is still determined to sell these stocks off again today it seems. Despite the earnings and outlooks.



To: Cary Salsberg who wrote (8563)1/23/2004 1:02:49 PM
From: robert b furman  Read Replies (1) | Respond to of 25522
 
Hi Cary,

Shall do.

I expect the multiples to be more like the cycles prior to 99 and 00.

I'm more positive on the earnings as consolidation will help.Even more importantly however - I'm hopeful for greater global market share in non traditional testhandler segments not addressed in past cycles.

I'll track the past cycles and get a time line.

Then the webcasts will tell us about new market conquests.

Bob


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