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Politics : Formerly About Applied Materials
AMAT 284.31+5.8%3:59 PM EST
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To: Katherine Derbyshire who wrote (41883)2/6/2001 11:10:42 AM
From: Kirk ©   of 70976
 
>>If they truly believed there would be Blood int he Streets, they would be hoarding cash, not spending it on their stock. Brian K<<

>I wouldn't say that industry executives are any better than anyone else at predicting downturns. Just look at the earnings guidance going into the last one.

Katherine <

I second that.

I remember Bagley, LRCX CEO, saying near the peak that he predicted a shortage in DRAM by December 2000. We got EXACTLY THE OPPOSITE and I think Bagley had been one of the more accurate forecasters prior to that miss.

Kirk out
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