Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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To: Proud_Infidel who wrote (5862)	3/18/2003 9:53:22 AM
From: Jeffrey D	Read Replies (2) of 25522

From the articles about the restructure, Captain Morgan is quoted as saying the following "When business conditions improve, we expect the business environment to be different than in the past. We are changing in order to enable our growth in the next reality." What do you think he means that "the business environment will be different?" What does he see as the "next reality?" Is this just corporate language to provide cover for the layoffs or does he really see a significant future change in the industry? Maybe someone will ask him about this at the annual meeting. Jeff

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