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

To: matt dillabough who wrote (11084)8/4/2004 8:26:15 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 25522
 
Already they are looking past the downturn. I don't ever recall this before. And I believe they are merely posturing for when their forecasts are proven wrong.

The wildcard is that $44+ oil may inhibit growth to an extent to bring the more pessimistic views to fruition.



To: matt dillabough who wrote (11084)8/4/2004 10:39:10 AM
From: Gottfried  Respond to of 25522
 
matt, thanks. >While the firm is more negative on the CY2005 capex, they believe the downturn will be much shallower and generally shorter than prior cycles.< I haven't seen so much baffle gab in years.

Gottfried


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