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Politics : Formerly About Applied Materials
AMAT 223.95+1.7%Nov 21 9:30 AM EST
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To: Gottfried who wrote (44875)3/31/2001 6:02:50 PM
From: Math Junkie  Read Replies (1) of 70976
 
This paragraph caught my eye:

Morgan Stanley Dean Witter is looking for sales of chip equipment to tumble 20 percent to 30 percent this year. "It will probably be the worst year in a decade and a half," said analyst Jay Deahna.

That conclusion does not match the stated premise. Looking at the following slide from Carl Johnson's Infrastructure, it is clear that a 20 to 30 per cent drop in equipment sales happened as recently as 1998.

infras.com
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