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

To: Joe Donato who wrote (26381)11/17/1998 6:05:00 PM
From: Math Junkie  Read Replies (2) | Respond to of 70976
 
Re: <<Remember, a year ago, we didn't have much information on the Asian contagion, IMF loans, or on the budget cutbacks in Japan, Korea or Taiwan...>>

Remember, all that information is now in the stock price.



To: Joe Donato who wrote (26381)11/17/1998 10:10:00 PM
From: Demosthenes  Read Replies (1) | Respond to of 70976
 
Joe,

<<The question that I have is, is AMAT's condition better now then a year ago (because it's price is about the same)?? Remember, a year ago, we didn't have much information on the Asian contagion, IMF loans, or on the budget cutbacks in Japan, Korea or Taiwan...>

We're 1 year closer to the recovery than we were last year. Make sense?

Rgds, D


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