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


To: davesd who wrote (9650)10/26/1997 3:04:00 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Dave, you said >It seems the semi cap companies are the last to
know when things are slowing down in their industry
, since they are so far removed from the users of their end product.
<<

Emphasis mine. You don't really believe that?
If you do believe it, then you're saying these
multi-billion dollar companies don't have the
foresight and resources to keep an eye on their
customers' business. I'll concede that they may
know, but not tell the public.

GM