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


To: Gottfried who wrote (44206)3/21/2001 1:34:48 PM
From: advocatedevil  Read Replies (1) | Respond to of 70976
 
Gottfried,

It's interesting to read that the Merrill Lynch analyst interpreted the CFO's comments as: "He's saying they just don't have the visibility." That wasn't my read. It appeared to me that Bronson was clearly looking forward and stating there isn't any good news out there.

AdvocateDevil



To: Gottfried who wrote (44206)3/21/2001 3:40:57 PM
From: Proud_Infidel  Read Replies (2) | Respond to of 70976
 
**OT**

Did anyone in the entire world use the term "inflection point" before Andrew Grove's book "Only the Paranoid Survive?" I hear it daily since then, but never before.