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

To: michael97123 who wrote (12103)	11/18/2004 3:37:26 PM
From: robert b furman	Read Replies (1) \| Respond to of 25522

Hi Michael, Nope - never sure. Just hopeful. I think we're in a period where wisdom is eliminating the over zealous production rates and excess inventories. This if done,will yield high ASP's. That should give good margins and the desire to upgrade equipment. Not necessarily Capex,but yield efficiency and margin protection/retention. It is not booming It is not bad That doesn't mean business can't be good. I see that in my business right nowas well. $2.00 plus gas isn't easy either. Bob