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

To: The Ox who wrote (8634)1/28/2004 6:46:34 PM
From: robert b furman  Respond to of 25522
 
Hi Mike,

This time it is different.

This time I think all the bulls are walking down the hill.

Before we see real greed and double ordering _I think we'll need to have a healthy expansion of margins and ASP's.

This is the step being created now - it will produce the internelly generated funds - that will need to be reappied.But first some healthy parts shortages and margin expansion will help all players.

Bob


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