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To: Paul Engel who wrote (107244)8/9/2000 6:14:08 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
Paul, >All the analysts are tripping over themselves to be "The First" to call the downturn in the semiconductor cycle.

They all want that "First" adjective in their resume's as they attempt to advance their own careers.


If AMAT's quarter and CC are any indication, they'd better learn how to drive a cab!

Tony



To: Paul Engel who wrote (107244)8/10/2000 7:52:57 AM
From: GVTucker  Read Replies (1) | Respond to of 186894
 
Paul, RE: All the analysts are tripping over themselves to be "The First" to call the downturn in the semiconductor cycle.

They all want that "First" adjective in their resume's as they attempt to advance their own careers.

This is very similar to Samuelson's concept that economists have called 9 of the last 2 recessions.


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