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

To: Big Bucks who wrote (10944)11/13/1997 1:53:00 PM
From: Gottfried  Read Replies (3) | Respond to of 70976
 
Big Bucks, what prompted me to ask you about ANY announced
slowdown in the semi equipment area was your question to Dave D.:
Dave,
How long do you suppose this downturn/delay
in chip fab expansion will last.

You have established good credibility here and with that
comes the responsibility to label such statements as
opinion (not just at the bottom of the post). Your
stated opinion on this may come true. But it is not
supported by official industry statements today.

I'm writing this more for the benefit of recent thread
arrivals than my own.

Regards Gottfried



To: Big Bucks who wrote (10944)11/13/1997 2:39:00 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
Remember it is
in the best interest of companies not to release
"bad/down expectations" information immediately,
to do so would invite immediate sell-off and
scare off investors. Strategically speaking it
is better to set "lowered/diminished" expectations

BB,

Could you please explain what you mean by this? These two statements are contradictory.

Brian


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