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Politics : Formerly About Applied Materials
AMAT 266.78-0.1%11:40 AM EST

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To: derek cao who wrote (14858)1/19/1998 5:47:00 PM
From: 16yearcycle  Read Replies (2) of 70976
 
Derek,

perhaps this is a difference in interpretation. I never heard "zero visibility".They did say"nobody knows" and they made a comment about changing the projected plan if they have to. I was very pleased it was as positive as it was,but I have several thousand shares so my view is colored. My feeling is consistent with last week after the intc call. I don't see significantly lower lows, and I will not plan for lower prices. I would think the semi's have put in the bottom, except that the market is manic depressive and you can't be sure of anything.
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