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Politics : Formerly About Applied Materials
AMAT 240.80+4.6%Nov 5 3:59 PM EST
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To: Henry Eichorszt who wrote (30895)6/9/1999 6:03:00 AM
From: Justa Werkenstiff  Read Replies (2) of 70976
 
Henry: Re: "In light of post-close SIA report (noted in chip brief above), bullish coverage proved timely... Expect chip equipment group to extend gains today."

Let's not give too much credit to Warburg. After all, AMAT and its peer group are presenting at the Warburg conference going on today and tomorrow as I posted last week. Bullish coverage was timed to their conference and not the SIA report and would have been forthcoming irrespective of the SIA report. That's the way the game is played.
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