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

To: StanX Long who wrote (51773)	9/9/2001 11:07:38 AM
From: advocatedevil	Read Replies (1) \| Respond to of 70976

RE: "But I believe we have started the turn-around. I bet I can recall 12-15 positive posts during this past week" Brian and Kirk briefly discussed one piece of news that I believe may be one of the more positive indicators we've seen lately: "TSMC, UMC foundry sales both rise in August from July" Message 16313710 Foundry's are growing in SCE sector significance IMO. Turn-around? Recovery? While we are seeing signals that the bottom is most likely at hand, the question remains as to just how long this recovery will take. BTW, I think it may have been Gottfried who commented that we need to define what "recovery" means. The term is used everywhere, yet it can include various meanings: Recovery of unit sales? Recovery of revenue? Recovery of ASPs? Recovery of EPS? Recovery of stock prices? In addition: What are we comparing to? What time frame are we using? So, my answer to the recovery question is unquestionably: Yes! No! Maybe! Ask me tomorrow! Don't ask! AdvocateDevil