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Politics : Formerly About Applied Materials
AMAT 223.95+1.7%Nov 21 9:30 AM EST

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To: Joseph J. Clark who wrote (24255)9/14/1998 10:16:00 PM
From: Proud_Infidel  Read Replies (2) of 70976
 
Joe,

Re:Do the comments by CFO Bronson change anyone's short/long term outlook for AMAT?
"The industry will recover, but not to its previous growth levels"



I remember someone from AMAT(I think!) in '97 predict the end of the cyclical pattern of the industry we are currently experiencing. In good times, predictions tend to be too optimistic and during the darkest days of a downturn the reverse is also true.

BK
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