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


To: Proud_Infidel who wrote (9380)4/7/2004 9:14:23 PM
From: Jong Hyun Yoo  Read Replies (1) | Respond to of 25522
 
Well, who says we are approaching the end of the equipement cycle? I am just glad that I was able to scoop up some equipment shares during this correction.

Hiring at companies like AMAT, NVLS, KLAC, and LRCX are starting to pick up although still at subdued level. At Semicon in July, I am expecting to hear many revolutionary new processes tools (perhaps in the nanotech area) from AMAT.