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

To: jtechkid who wrote (19748)	5/29/1998 12:37:00 PM
From: Gottfried	Respond to of 70976

jtechkid, you said > because some morons are buying amat everything is allright< Some of my best friends are morons.<vbG> Keep posting. I appreciate your warnings. GM

To: jtechkid who wrote (19748)	5/29/1998 2:44:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

Rebut hey this is the worst downturn amat will have seen How do you arrive at this conclusion? During past downturns AMAT has lost $$ and has had zero visibility. AMAT is now in the position to be profitable at nearly any run rate and the visibility is poor now, but we know that .18mu, Cu, and 300mm are not too far away. If you want to talk about horrendous downturns, look to '86. I was not an investor then, but I understand from those who were that that was a ba**breaker. This is mild by comparison. BK