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

To: Steve Rolfe who wrote (17813)	3/17/1998 10:55:00 PM
From: David Rosenthal	Read Replies (2) \| Respond to of 70976

Steve, You said: "You will have a harder time, however, finding anyone who claims to know exactly when this will happen." Excellent point. I think this is exactly why this sector is weak and will remain weak. The big problem is visibility. Remember two years ago? Currently we have Asian weakness, dram oversupply, margin slippage all over the place. We have layoffs and companies losing money (unlike 1996). There are serious financial problems in Japan. And I think that the low prices on PCs indicates the final unit growth spurt before demand slows. Are we at the bottom or still riding into the fog? Wow, I'm growing more fur. Dave