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

To: manohar kanuri who wrote (26650)	11/23/1998 10:39:00 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

mano, re >Call that the downfall of the Bears? <bg>< I don't think labeling solves anything and wish we didn't do it. Ramsey's concerns are valid concerns. Whether they have much to do with semi equip orders recovery is hard to say. Some do and some don't. Right or wrong - it is useful to be reminded that there may be obstacles. If everyone had your optimistic attitude, the stock would have been bid to $100 now - and then were would we be? And you said >instead of just rehashing things we know already but have filed away at the back of our minds...< Maybe Ramsey should have asked what is in the back of your mind before posting? I appreciate he cares enough to share his concerns, even if they are not new concerns. Lest I seem wishy-washy: I agree with your statement >not all of us can afford to sit on our hands and wait...< Gottfried