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


To: Ian@SI who wrote (34820)4/14/2000 2:13:00 PM
From: Lone Star  Read Replies (1) | Respond to of 70976
 
I would say the "buyer" mentality is twofold at this stage, many may be thinking they can wait and get it cheaper yet, and/or fear is just plain overriding everything. I am awaiting analysis which I hope is forthcoming about the margin situation; my guess is we are getting a domino effect and until the margin boys are played out, there will be no bottoming.