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

To: Math Junkie who wrote (50120)	8/2/2001 6:34:54 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Richard, >how can chip stocks possibly be a good investment at this time? The end-users of chips have to get healthier first, and they are not.< Maybe investors EXPECT the end users to get healthier SOON. These advisors who counsel us to wait for RESULTS are getting tiresome. When RESULTS show up and stocks are higher they'll tell us we should have foreseen it because "the writing was on the wall". It's all about EXPECTATIONS. Gottfried

To: Math Junkie who wrote (50120)	8/2/2001 7:41:42 PM
From: mitch-c	Respond to of 70976

Anyone who cites the PC industry as the only chip consumers is peering through a toilet paper roll - no perspective. Although I agree with the conclusions - this is likely a headfake move - I gotta sneer at their apparently shallow "analysis." Besides, Gottfried (in his response) is exactly right - expectations drive pricing. Results only contribute to the analysis in predicting future behavior, and arrive after the immediate decision points. - Mitch