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

To: Kirk © who wrote (38642)	10/24/2000 4:41:24 PM
From: Demosthenes	Respond to of 70976

Kirk, <<STILL, we DO need to be cautious as the trend is in the same direction as an end of the cycle. IF we didn't know 300mm, copper and Moore's Law shirks were coming down the pipeline, then we might even really worry.>> I would worry a lot more if the stocks were not already off 50% plus. I already did MY worrying and am now waiting patiently for rational minds to prevail. D

To: Kirk © who wrote (38642)	10/24/2000 5:25:24 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 70976

terms we can understand... Let's say your daddy usually gives you an allowance equal to about 20% of his paycheck, after he's taken out a fixed amount every month for household expenses. Let's say he works on commission, so he never knows how much he's going to get ahead of time. Sometimes, his pay only covers his expenses, so your allowance is nothing. Sometimes, he has a good month, and he splurges on you. Oh, your dad is also a manic-depressive, and this influences what he gives you. Your dad comes home one day, and tells you he just lost a big deal, so his income is going to be less than expected for a while. For the last year, your allowance has been steadily going up. But probably not any more.........