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

To: Justa Werkenstiff who wrote (19925)	6/4/1998 9:27:00 PM
From: Dennis	Read Replies (2) \| Respond to of 70976

Anyone PLEASE!! I would love to get back into this fine company. Is there a consensus on where the possible bottom is?? Where is the most resistance?? Yes, I know the bottom could be zero BUT I doubt it. g This price seems like a real bargain. Thanks and Good Luck to All!!

To: Justa Werkenstiff who wrote (19925)	6/5/1998 10:44:00 AM
From: Andrew Brockway	Respond to of 70976

Justa, Yes, you are correct that Morgan did not specifically talk about clear visibility in the last cc. My point being that within the last six months (was it in the cc or some interview?) I remember Morgan making some skiing analogy (today there's a storm but tomorrow will be the best powder day....,something like that). I think his comments were more on the macro level, but the point is I think many investors/analysts were under the assumption that better days were not that far off. And Morgan has never really said anything like, "don't expect much for the next two years." Well, I think that many people are starting to realize that the upswing is a ways down the road. I think one problem is that people have varying thoughts on what constitutes "no relief in sight" or "sunshine just around the corner." Anyway, yadda, yadda. Andrew