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

To: Gottfried who wrote (49830)7/26/2001 2:15:16 PM
From: michael97123  Respond to of 70976
 
G,
I am not expecting that scenario to develop but as we have seen anything is possible. The gross $500m bottom for '98 has little significance here as a benchmark. We could bottom at many numbers in that range. mike



To: Gottfried who wrote (49830)7/26/2001 2:16:13 PM
From: Kirk ©  Respond to of 70976
 
I didn't expect 3 months of flatness, but it happened. Why not another step down? Orders stand at $700m now. The '98 bottom was <$500m.

China?


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