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Politics : Formerly About Applied Materials
AMAT 242.41+5.0%3:59 PM EST

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To: Ian@SI who wrote (31650)7/28/1999 5:05:00 PM
From: Logain Ablar  Read Replies (1) of 70976
 
Ian:
Regarding Nice story on skyrocketing chip demand .

First thanks for the article.

My only concern now is with the news papers picking up all the good news. They're normally a trailing indicator for stock prices and the DW semi BP is setting up to go to bear alert status which can lead to a bear correction mode. Doesn't mean we can't have a great run from here but it may be time for caution.

Just my 2 cents and don't mind my comments too much. I'm just entering a worry mode after the semi sector has had this great run.

Tim

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