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Pastimes : All Clowns Must Be Destroyed
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To: pater tenebrarum who wrote (9851)2/15/2000 5:21:00 PM
From: advinfo  Read Replies (1) of 42523
 
i could have told you that beforehand...the whispers that both the results and the guidance would be great became shouts lately

Just looking at their press releases is a giveaway. AMAT has been
kicking arse and taking names.

well, let's see...their earnings are now back to 1995 levels, the last time they told us the semi cycle was repealed

...and when the music stops the semi's sure melt fast. Anyone
long the sector during the Asian flu will never forget.
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