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

To: Ramsey Su who wrote (22643)	8/7/1998 11:14:00 AM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

Ramsey, Rethe likes of Morgan is that they based their projections too much within the industry while ignoring global economic issue Are you serious? They are in contact with their customers more frequently during times like these. I think they are fully cognizant of the global economic issues facing them. Chips must be produced if demand is there. AMAT makes equipment which by and large cannot be bought from Japanese suppliers. Either they come up with the $$ or a competitor is a benefactor of their market share. Too much time is spent wringing your hands over where the Yen will be a year from now. Buy the Big 4(INTC, MSFT, AMAT, CSCO) during time of weakness and close your eyes. BK