Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Cary Salsberg who wrote (48991)	7/10/2001 12:37:38 PM
From: Ian@SI	Read Replies (2) of 70976

Cary, A manager without sufficient visibility to see what is going to happen in the current quarter gives a credible prediction for what is likely to happen in the next 1.5 years. I think not! If the GLW prediction turns out to be correct, it will be pure coincidence, nothing else. Re economy, you seem to be favouring a major recession if not an actual depression as the most likely outcome. Again, I just see a very healthy business cycle weeding out the sick so that the strong can become even stronger during the next upturn. I have no idea when that upturn will be reflected in profit growth. I'm just confident that it will come, possibly this year, more likely next year, but almost certainly long before the end of 2003. As long as it comes within the next 30 years, I'll benefit. And if it comes within the next 11 years, I'll be quite pleased. <g> Ian.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next