SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Ian@SI who wrote (50856)8/20/2001 4:35:21 PM
From: michael97123  Respond to of 70976
 
Ian,
Not that crazy. Slower recovery that anticipated with no visibility causing half pointer but fully expecting better things by october including visibility in turn causing the bias change.I like my crazy idea. Personally i think we get a 1/4 point and no change in bias. mike
PS Have conditions really improved is probably the better question. I would rather not err on the side of caution.