Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.68

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3:59 PM EST

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To: John Trader who wrote (49500)	7/20/2001 9:07:07 AM
From: michael97123	Read Replies (1) of 70976

John, John Chambers said that the current eco situation blindsided companies because decline was not consumer driven. It seems to me that recovery will be less consumer driven than usual as well. As inventories are consumed, companies will have to make choices in technologies to keep up with the competitors. Those choices will determine winners and losers in tech going forward. mike

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