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

To: 16yearcycle who wrote (19606)	5/21/1998 12:33:00 PM
From: akidron	Read Replies (2) \| Respond to of 70976

With all due respect we are nowhere near the business bottom... none of the rationalization and consolidation required to take capacity out of the market-place has occurred yet... we are merely at the transitional point between hope (that things will muddle through) and despair (that the sky will fall on our heads)... the time to buy is when the institutions lose their nerve - many points due south of here. (IMO the attempts to pump liquidity into the Asian econmoies will make matters worse in the short to medium term by in effect subsidizing uneconomic production and delay real recovery till 2000.)

To: 16yearcycle who wrote (19606)	5/21/1998 1:23:00 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Eugene, the 1996 low close was $11.25 on 7/24/96. The low btb occurred in September. The following URLs show both... geocities.com geocities.com AMAT prices are updated to 5/20/98 GM