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


To: Zoran who wrote (18428)4/2/1998 2:57:00 PM
From: David Rosenthal  Read Replies (1) | Respond to of 70976
 
Zoran,

>>>>
SEMI's estimate is very optimistic. 1999 will be even worse. I hope I can make you happy with so many bullish indicators.
>>>>

This is a pretty provocative statement. This year looks pretty bad but why do you think there won't be any recovery next year?

Dave