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


To: Cary Salsberg who wrote (47284)5/25/2001 11:12:23 AM
From: Ian@SI  Read Replies (1) | Respond to of 70976
 
Cary,

Unfair comparison. LRCX under Emerick vs LRCX under Bagley is just not the same company. Emerick had no financial discipline whatsoever. His focus was to grow the company even if he couldn't do it profitably.

The depth of losses seen under Emerick during the downturn is unlikely to be seen with Bagley.

IMO,
Ian.



To: Cary Salsberg who wrote (47284)5/25/2001 12:58:41 PM
From: zsteve  Read Replies (1) | Respond to of 70976
 
Teradyne Cuts 400 More Jobs:
dailynews.yahoo.com

if things are really ready to turn around as ws analysts said, why are these equip companies keeping cutting their work force?