Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.51

+6.1%

Feb 6 9:30 AM EST

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To: Katherine Derbyshire who wrote (22973)	8/14/1998 7:14:00 AM
From: akidron	of 70976

I don't doubt that the Co's are relectant to write off the 300mm dev costs.... but reluctance and reality are not one and the same... it really depends how deep this deppression-let goes, which depends on the world economy... which depends on the ability to get a band-aid strong enough to keep some pretty severely wounded economies from expiring. In fact I reckon we'll muddle through, but I'm not sure. And i'm certainly unwilling to bet that AMAT is the horse to ride right now... Actually my putts are working reasonably well right now... and I don't see much support in spite of the best efforts of some rather big cheeses

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