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Politics : Formerly About Applied Materials
AMAT 252.25+0.9%Nov 28 9:30 AM EST

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To: jach who wrote (23155)8/20/1998 11:51:00 AM
From: Ian@SI  Read Replies (2) of 70976
 
What's different from last week is:

Last week, the street had the impression that the bottom had either arrived or was imminent.

Since LSI, ADI, NSC, etc. warned or reported yesterday, the Street via their press releases and conference calls, now knows that the bottom is still at some unknown point in the future - definitely not now or in the past.

FWIW,
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