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Politics : Formerly About Applied Materials
AMAT 265.39+4.2%Dec 2 3:59 PM EST

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To: Alastair McIntosh who wrote (50255)8/7/2001 12:21:57 PM
From: Gottfried  Read Replies (1) of 70976
 
Alastair, thanks for posting what CSFB really said. It is still lacking in sense...

>Our argument is two-fold:
(1) We are not at a bottom for SCE fundamentals, and most likely we are not within 20% of a bottom and (2) even when a bottom is established, growth from the bottom will be lackluster at best.
<

That's no argument. It's an expectation, a guess.

Gottfried
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