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

To: Tony Viola who wrote (33598)	12/30/1999 5:00:00 PM
From: Katherine Derbyshire	Read Replies (2) \| Respond to of 70976

The question isn't whether Intel, LSI, AMAT, et. al. are typically conservative in their forecasts--they are. The question is how many of them correctly predicted this most recent downturn. Or, for that matter, correctly called the beginning of the current upturn. Not many, as I recall. Caveat investor. My own outlook is fairly positive. We are still only seeing the first ripples of the next wave of fab expansion. Price pressures and double-booking in the PC market remain worrisome, but non-PC semiconductors seem to be rocketing. Katherine