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

To: Justa Werkenstiff who wrote (18567)	4/5/1998 8:43:00 AM
From: Proud_Infidel	Respond to of 70976

Justa, From the article you posted: "I think my numbers are low. I think they are going to be easily attained by the company," Richard said. "I think that the current cuts are such that supply and demand are going to come back into balance at the end of the year, maybe the beginning of next, and profitability will follow, and I don't think it gets much worse." This is significant, because now analysts are saying that when the DRAM supply/demand balance swings the other way and purchases are once again made, current estimeates will prove worthless. This is a point I have been trying to make in futility. Unless you are doing ST trading on these stocks, looking at next years published #'s is not a fair method for valuing a company in this sector at the current time. Regards, Brian