Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: 16yearcycle who wrote (19606)	5/21/1998 12:33:00 PM
From: akidron	Read Replies (2) of 70976

With all due respect we are nowhere near the business bottom... none of the rationalization and consolidation required to take capacity out of the market-place has occurred yet... we are merely at the transitional point between hope (that things will muddle through) and despair (that the sky will fall on our heads)... the time to buy is when the institutions lose their nerve - many points due south of here. (IMO the attempts to pump liquidity into the Asian econmoies will make matters worse in the short to medium term by in effect subsidizing uneconomic production and delay real recovery till 2000.)

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