Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 341.36

+1.3%

Jan 29 3:59 PM EST

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To: Proud_Infidel who wrote (22644)	8/7/1998 12:09:00 PM
From: Clarksterh	Read Replies (1) of 70976

Brian - I have to side with Ramsey (the ultimate bear<g>) here. Morgan and most other CEO's largely ignore macro-economics when making forecasts. Instead they poll their customers, who in turn poll their customers, ... . While that is all fine and good, it does result in considerable delay between a consumer downtick and capital equipment suppliers knowing about its effects on them. Clark

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