Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.87

+4.6%

Jan 2 9:30 AM EST

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To: Katherine Derbyshire who wrote (60892)	2/22/2002 9:10:26 AM
From: michael97123	of 70976

Katherine, Good point. Nasdaq is only down 3300 points. Unemployment is in the 5's, not the 7's and so on. Now we have to digest and get thru the effect of enron on the value of stated earnings going forward. mike PS A question. When does an inventory correction end or can one go on forever? With business what it is now, how can this glut still be there? I realize that there are special situations(eg fiber) with explanations but i think most folks have gotten lean and mean at every level and the first sign of robust business will have wonderful bottom line results. Go to the store--no winter goods left and so on.

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