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Politics : Formerly About Applied Materials
AMAT 225.18-1.5%Nov 18 3:59 PM EST
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To: Proud_Infidel who wrote (36589)8/10/2000 7:09:55 PM
From: William Griffin  Read Replies (2) of 70976
 
Seems as if today's debacle was triggered more by macro-economic concerns rather than the semi cycle debate. Dell's report could cause the same tomorrow, despite their prediction of continued strong (30%) growth in the second half. Several analysts asked about second half earnings during the AMAT conference call. All evidence points to a strong 2001.
As mentioned in the WSJ article, everyone's looking for a "soft landing" What stat or stats will signal this? or will Allan G just tell us later this month??

Thanks.
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