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

To: TechTrader42 who wrote (27262)	12/18/1998 11:26:00 AM
From: Fortinwit	Respond to of 70976

Brooke: ...I'm not at all sure that the downtrend is over. But whaddo I know? Persuade me otherwise... Cerprobe warned last week. Electroglass warned today. KulickeSoffa hasn't shown sign yet of an impending large scale increase in orders. Hence, it's still rough going in the backend. That's enough persuasion for me. The bookings turned up according to SEMI, but we're 41% below where we were last year, and prices aren't reflecting this. Of course, it's become quite the thing lately to project prices out several years to match FY00 and FY01 earnings... which, as Dr. Snyder pointed out recently are never* accurate. F.