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


To: Chuck Williams who wrote (27127)12/13/1998 10:37:00 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 70976
 
chuck, this is a key point. corp pc sales could sink under the weight of software y2k solutions. this would decimate the semis and i don't believe this possibility is factored into stock prices at all. lots of people's bubble expectations may be pricked. it may not happen, but the market is supposed to discount, not guarantee.