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Politics : Formerly About Applied Materials
AMAT 318.63-3.0%3:59 PM EST

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To: Ramsey Su who wrote (22695)8/8/1998 11:32:00 PM
From: Gottfried   of 70976
 
Ramsey, after reading the article's assumptions I was tempted not
to read the rest, because they are mostly optimistic. I credit the
authors for stating them, though.

When Mr Morgan tells the public that his company has surveyed
customers, it is probably shorthand. I must believe that such
a large company has economists and other prognosticators whose
research goes way beyond discussions with customers.

Gottfried
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