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


To: Paul V. who wrote (20876)6/26/1998 3:10:00 PM
From: Big Bucks  Read Replies (1) | Respond to of 70976
 
Paul,
I'm still cautious due to Asian economic conditions. I see no
light on the horizon to give me any positive guidance. Still too much
excess capacity and fab slowdowns to warrant growth in this sector over the mid- term, IMO. Morgan was "benign" in his commentary which,
if you read between the lines, says "Nothing worth crowing about".
I take that as a continued negative outlook.

Just my opinion,
BB