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Politics : Formerly About Applied Materials

AMAT 281.36

-3.7%

1:02 PM EST

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To: Gottfried who wrote (24138)	9/11/1998 2:29:00 PM
From: Paul V.	Read Replies (1) of 70976

Gottfried,>All, notes from KLIC cc >>the true upturn will not happen until second half of 1999.<< exchange2000.com However, we have to remember that the semi-equipment sector prices appear to be 6 to 9 months ahead of an reversal in anticipation of movement. IMO, lets follow the BTB, order and build figures. With Gottfried's Charts we have a good handle of things. Bye the way, when are the BTB numbers out? Paul V.

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