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Politics : Formerly About Applied Materials
AMAT 327.03+2.5%Jan 16 3:59 PM EST
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To: Sam Citron who wrote (59240)1/23/2002 1:22:01 PM
From: Katherine Derbyshire  Read Replies (1) of 70976
 
>>The incipient business historian in me is curious as to whether the semi-equip industry has always had this fiscal conservatism, or whether it got religion through a near-Enron experience in the semi or semi-equip industry?<<

I would guess that the less conservative companies went bankrupt or merged years ago. They certainly didn't survive long enough to become AMAT or KLAC.

Katherine
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