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

To: Jeffrey D who wrote (29343)	4/1/1999 4:07:00 PM
From: Duker	Respond to of 70976

Jeffrey D, Thanks for the rundown. Particularly interested to hear the food selection ... G was a bit conservative when he described the offerings ... Ice cream and brownies certainly make up for the absence of meat or meat-like products ... --Duker

To: Jeffrey D who wrote (29343)	4/1/1999 4:13:00 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Jeffrey, re >>I do, however, feel they were more optimistic about the long term and less short term.<< That's human nature. We should not let out guard down. The order recovery this time could even be quite different from the last cycle. It could stay flat for a few months, then go higher. Just guessing here. The optimism in the room was probably due to the decent level of the stock price, mainly. Nobody asked any hard questions. >>My impression was the change was caused by DRAM, and DRAM'S violent cycles, becoming less of a driving force in the industry<< Yes, he said PCs contain $400 of silicon and cars $230. Cell phones $50. But does your average stock trader know that? Gottfried