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

To: advocatedevil who wrote (41963)	2/11/2001 1:00:09 PM
From: Dr. Mitchell R. White	Read Replies (2) \| Respond to of 70976

Yo AD, I've tried the single-malt approach as well, but it always seems that by the next morning I forgot what we talked about. "Too much of anything is bad for you, but too much whisky is just right." Mark Twain Yeah, it's sad but true that my favorite companies are being less than forthright about how much trouble we're in. (Not "them," because we're in this together.) I still don't have a feel for how long this one will last, but I know that market inertia seems to be at least 3 quarters. So even if things picked up right now, it'd be near the end of the year before we would be "in the money." The risk is that it goes to 6+ quarters, as AMAT management often predicts. It hasn't been that bad in a long while, and I don't think it's going that way.... Mitch