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Politics : Formerly About Applied Materials
AMAT 220.28-6.4%Nov 20 3:59 PM EST

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To: Proud_Infidel who wrote (27302)12/20/1998 7:12:00 PM
From: Skeeter Bug  Read Replies (2) of 70976
 
brian, orders are 50% less than last year in the industry. amat and nvls probably aren't hurting as badly, but they are hurting badly. what other company can lose, say, 40% of their orders and trade near an all time high like nvls?

the answer was none before nvls ;-) the longer answer is nvls can't for an extended period of time. in hindsight, the kind of relativism you speak of will be seen as one cause of this bubble.

of course, orders in the industry down 50% isn't news worthy of anybody pointing out, is it ;-)
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