Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

+1.3%

Nov 14 9:30 AM EST

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To: Proud_Infidel who wrote (25943)	11/3/1998 3:33:00 PM
From: Katherine Derbyshire	Read Replies (2) of 70976

>> I agree 100% that this is not '96 revisited. However, if you make the case that this downturn is more akin to the early 90's or mid 80's slowdown, you should also point out the growth that occurred in this sector thereafter. << Absolutely. I'm sure that explosive growth is ahead. I just think it's further out than Wall Street seems to think. The bottom in revenue is much more likely to be U-shaped than V-shaped, which means people who are buying now may be rudely disappointed when 1Q99 comes along with no improvement in earnings. Katherine

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