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Politics : Formerly About Applied Materials
AMAT 228.23-2.9%10:45 AM EST

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To: Henry Eichorszt who wrote (30999)6/14/1999 12:13:00 AM
From: Paul V.  Read Replies (1) of 70976
 
Henry,45 45 6 (mea culpa) Thanks for you efforts. Gottfried, reminds me when I make many many mistakes. It keeps me humble<gg>

Your monday data shows us that AMAT since the first of last week has improved its ranking from the 98 on 6/1/99 to 45th ranking today. IMO, with the Relative Strength of AMAT at 93, the Equipment sector and AMAT is really coming back. I am amazed how quickly the Intel notices of new fabs, 300 mm wafer chips, 18mm circuitry and copper semiconductors positively impacted AMAT. With the BTB, orders and shipments probably coming out on Tues, Wed or Thursday AMAT should get an additional jump.

Tito, AMAT is on your stair step move to the $100+ area,

Just my opinions.

Paul
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