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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: marc chatman who wrote (74968)2/1/2000 10:24:00 AM
From: Knighty Tin  Respond to of 132070
 
Marc, The main problem with AMAT is that they do not lead on the way down. They have to follow the realization at chipmakers that the orders that were flooding in are now a trickle. These guys aren't real bright and they tend to believe their own lickspittle industry researchers, so it takes the chippies a while to catch on to the real world.