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Politics : Formerly About Applied Materials

AMAT 235.24

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3:59 PM EST

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To: Gottfried who wrote (44206)	3/21/2001 1:34:48 PM
From: advocatedevil	Read Replies (1) of 70976

Gottfried, It's interesting to read that the Merrill Lynch analyst interpreted the CFO's comments as: "He's saying they just don't have the visibility." That wasn't my read. It appeared to me that Bronson was clearly looking forward and stating there isn't any good news out there. AdvocateDevil

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