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


To: robert b furman who wrote (12096)11/18/2004 11:05:38 AM
From: michael97123  Read Replies (1) | Respond to of 25522
 
"If strong - that'll build up a backlog......
If we get a repeat of that -in several product categories - will see Capex develop quickly."

This is a strange economic time and i am not sure there is enough confidence out there that one great christmas backlog will automatically increase capex. Are you sure? mike