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

To: Fred Levine who wrote (9825)5/18/2004 7:24:00 PM
From: Proud_Infidel  Respond to of 25522
 
"While spending has followed more rational patterns than in past upturns, the semiconductor industry is still underinvesting relative to historical industry norms," Chief Executive Mike Splinter said on a conference call with analysts.

biz.yahoo.com



To: Fred Levine who wrote (9825)5/18/2004 7:50:39 PM
From: Cary Salsberg  Read Replies (2) | Respond to of 25522
 
Orders and sales up 30% or more this quarter, only 5-10% and 5% predicted for next quarter. This confirms the projected near term peak in order growth. The company refused to go out on a limb and predict a return to acceleration in the following quarters.

Lions and tigers and bears, oh my!<G> :)


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