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

To: Perry who wrote (18502)	4/3/1998 4:29:00 PM
From: Laker	Read Replies (2) \| Respond to of 70976

Oracle reported a 28% rise in income. Quite different from an industry looking at a 12% decline IN SALES this calendar year. And what happens if Asia slides deeper and takes the US and Europe along. I am not suggesting disaster - - I am merely saying this trough could get deeper and wider. If this is a cyclical industry - - and there is a lot of support for that view - - then we have yet to see an indication of an upturn and early buyers are way ahead of themselves.