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

To: Jeffrey D who wrote (22858)	8/11/1998 9:36:00 PM
From: Proud_Infidel	Read Replies (4) \| Respond to of 70976

Jeff, I've heard reports that the CC was gloomy. IMO no it wasn't. They simply have no idea when the sector will turn the corner and so do not want to be pinned down with specific dates. They repeatedly said they were gaining market share in all areas and that once the upturn began in force, they would be prepared. I still have to go through the report to see how they increased their cash position to record levels. All in all, they are making a profit while the rest of the sector is hemmoraging money. That has to get one asking what will happen once the upturn begins? BK