Formerly About Applied Materials Message Board

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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: Jerome who wrote (26724)	11/26/1998 1:27:00 AM
From: james paterson	Read Replies (1) of 70976

Just out of curiousity-with Cos like Samsung shutting down new fabs (Portugal) & other Cos indicating cutbacks-where do you expect growth to come from? I guess fundamentals are now irrelevant. Do you really think that investors will continue to look across the valley to 2000? What about Y2K. On the macro front does everyone think that all the financial messes are fixed? I look for Russia to start the dominoes falling again. Yes I'm short. James

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