Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 339.94

+3.3%

Feb 11 3:59 PM EST

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To: Iceberg who wrote (32084)	8/19/1999 2:27:00 AM
From: Henry D	Read Replies (2) of 70976

in regards to China's potential devaluation..i heard it will not occur this year due to some big anniversary of Communism. they dont want it to spoil this celebration. but next year is quite possible. i dont know how it would affect Korea, Japan, etc though. i am more interested in AMAT's supposely flat next 2 quarters...how do we know the acceleration will continue after that? Wall Street hates uncertainty, unless the SEMI book to bills are good the next few months, i think we have seen the high for this year. i am taking some of my $$$ of the table. it history repeats, sell by October 99, buy back in October 2000. luck to all

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