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Politics : Formerly About Applied Materials
AMAT 249.89+3.1%Nov 26 3:59 PM EST

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To: Tony Viola who wrote (23944)9/8/1998 6:11:00 PM
From: Proud_Infidel  Read Replies (1) of 70976
 
Tony,

Re:AMAT's top guy, OTOH, has said he 'just doesn't know where the bottom is.' Well, how about that for a confidence booster.


Are you criticizing him for being upfront? He could paint a rose-colored picture and say things were fine and dandy, but when they missed estimates by a wide margin, they'd be clobbered, even worse than they've already been. The end result is the same, in fact it's worse if they try to escape the truth.

BK
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