Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 225.73

-1.3%

2:37 PM EST

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To: Cary Salsberg who wrote (36582)	8/10/2000 5:48:56 PM
From: Tony Viola	Read Replies (3) of 70976

Cary, >Doom (the down cycle) is lurking out there. How far out is the only question. You don't hold out any possibility that, with wireless, broadband and Internet infrastructure chips revenues surpassing that of computer related chips, while those continue to grow, a serious downturn might not occur 2, 3 or 4 years out? I do. The past doesn't always repeat. There used to be major wars every 25 years or so. When's the next one? Tony

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