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Politics : Formerly About Applied Materials
AMAT 268.87+4.6%Jan 2 9:30 AM EST

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To: LLCF who wrote (9856)10/27/1997 11:31:00 PM
From: davesd  Read Replies (1) of 70976
 
DAK, the currency and market situaion in asia is responsible for the current drop in the stock value of the semi caps. I still think that we have another shoe to drop when we get confirmation of a slowdown in the next few months...and we may see Buck $22 range. And then again we could see Kumar's bounce at the end of this week in anticipation of strong outlook in the conf call.

dave
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