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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: Ramsey Su who wrote (23299)8/26/1998 8:45:00 AM
From: akidron  Read Replies (1) of 70976
 
teens, but slowly and painfully, with many false dawns... what so many seenm to discount is that AMAT's go for glory bullishness last year has made them so much more vunerable than other like NVLS who had less ambitious expansion plans and recognised te problem earlier and more completely. This is still not the big write off... there's still at least $250 million to come.
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