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

To: Gottfried who wrote (22685)	8/8/1998 2:39:00 PM
From: Ramsey Su	Read Replies (2) \| Respond to of 70976

GM, the problems with the article are the assumptions (pg 2). If those assumptions turn out to be true, why bother with AMAT or MU or whatever. Just buy any of the index funds. DOW will be at 20,000 with none of the risk associated with not being diversified. Needless to say, the first four assumptions all relate to global and Asian economies, as if we are sitting at the bottom now. The Y2K problem is a wild card. I am quite willing to bet that we are heading down before the 1999 to 2000 recovery as the article assumed. With these assumptions, that is exactly what I meant by Morgan's comment regarding recovery of the industry. I think he pays more attention to the industry and not the global economy. As for his survey of customers, I wonder who did he talked to who give him reasons to be optimistic - Samsung, Siemens, NEC ......? Ramsey