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

To: akidron who wrote (17342)	3/8/1998 2:28:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

aki, I can disagree w/ nothing contained in your post. The timing of the 12 day hol. announcement is bad no matter how you look at it. however, I have also been listening to DELL, TXN etc and they all see an excellent '99 so I do believe that no matter how bad the #'s are, we should have already seen the bottom, or if #'s are .15 as you believe, we my go lower for a short time in Apr-May. But one has to believe, as I do, that any postponement of capex purchases will only create a greater latent demand for '99 and beyond. BK