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Politics : Formerly About Applied Materials
AMAT 327.01+2.5%Jan 16 9:30 AM EST

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To: Ramsey Su who wrote (21139)7/6/1998 2:43:00 PM
From: Gottfried  Read Replies (1) of 70976
 
Ramsey, you said >>Event #1 is a big bad warning from AMAT, far in excess of the expected bad news. With so little visibility, can we rule out this possibility?<<

If there is little visibility it goes both ways:
you can't see the good, and you can't see the bad
either. So how can you warn of the bad?

Gottfried
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