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

To: Tito L. Nisperos Jr. who wrote (10646)	11/10/1997 11:02:00 AM
From: akidron	Read Replies (1) \| Respond to of 70976

are we not perfectly situated between bull and bear.... this is a quite seminal day in respect to the short term view... the stock reflects the thread accurately or is it the other way around... the question is are we playing earnings at 50 or 30... that is the question.

To: Tito L. Nisperos Jr. who wrote (10646)	11/10/1997 11:36:00 AM
From: davesd	Read Replies (2) \| Respond to of 70976

The funny thing about the asia situations is...that 6 months ago, the analysts was talking about the great growth opportunity in Asia(the next major growth area for PC's, etc) and how it will help mulitnational companies...now that the asia market is in trouble....all the analysts are saying that asia is a small part of the US business, therefore it will not have any impact ....I guess they will say anything to support their bullish positions. dave