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

To: Shoibal Datta who wrote (43844)	3/15/2001 10:04:52 PM
From: advocatedevil	Respond to of 70976

Shoibal, I clearly understand and agree with your comment about folks speculating on warnings, however I don't agree that these warnings are offering much in the way of increased visibility. Layoffs, cutbacks, wage freezes, estimate reductions, you name it - we're reading about it, but as far as when it will end, most offer only their hopes, and that's if they offer anything at all. So, what we're left with is bad news for the near term and no news for the long term. Until there are signs of a turn-around, I'll stay in the camp that believes valuations are still high and prices are likely to continue lower. AdvocateDevil