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


To: Cary Salsberg who wrote (24465)8/19/2010 12:12:27 PM
From: Gottfried  Respond to of 25522
 
Cary, yes the two 'peaks' are due to different reasons. I think the current 'peak' may be due to a lack of equipment. That would be good news for equipment makers' expected billings because the lacking equipment may have been ordered already.

In 3Q2000 the equipment ordered during the equipment bookings peak was probably not online yet.