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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Cary Salsberg who wrote (31986)8/17/1999 4:50:00 PM
From: Mephisto  Respond to of 70976
 
From what I've heard Morgan has a very good reputation.



To: Cary Salsberg who wrote (31986)8/17/1999 6:56:00 PM
From: Math Junkie  Respond to of 70976
 
<<This is the first time an industry leader referred to a 5 year expansion. Hill (CEO NVLS) had no comment and Bagley (CEO LRCX) said the up cycle would last 3 years.>>

Of the various semi equip executives, Bagley was the one who gave the best guidance during the downturn, by far.