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

To: John Trader who wrote (64300)	6/12/2002 8:19:15 AM
From: michael97123	Read Replies (1) \| Respond to of 70976

JC, I would take it a step further. If there had been no terror attack, or even no terror warning three weeks ago, we would not be in this pickle now at least not to the extent we are now. Last hope in the short term is that september bottoms hold. Otherwise there might be more than blood in the streets. FWIW, I am busy as hell. After no new account openings for two years, we have four in during the past month. Folks out there are frugal. We have no pricing power, but those who have survived are beginning to do well again. Ultimately my success reflects in hardware purchases(sunw) and software purchases(orcl). Of course we too haggle on all prices. But margins are still ok as labor productivity offsets lower prices we are getting for the most part. mike