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

To: Proud_Infidel who wrote (26408)11/17/1998 10:29:00 PM
From: hdr  Respond to of 70976
 
Also from the CC:

--we would like to think that the worst is over

--the fourth quarter results included two large orders that they do not see repeating

--there is no sustaining trend in orders yet

--Cap Ex in '98 down 23% and flat in '99

--see $12 bil possible early next century



To: Proud_Infidel who wrote (26408)11/18/1998 12:52:00 AM
From: Jeffrey D  Read Replies (1) | Respond to of 70976
 
Thank you Brian for the cc summary. Really appreciate it. Jeff


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