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Politics : Formerly About Applied Materials
AMAT 307.20+2.0%3:59 PM EST

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To: Mephisto who wrote (34663)3/28/2000 1:57:00 PM
From: Lone Star  Read Replies (1) of 70976
 
All high flyers take a hit when the psychology shifts, but the Ciscos and AMATs not so much. their real value is understood, by most holders, but you do have some percentage of traders that run with the up momentum and take quick small profits. Starting in about three weeks we'll be in earnings season for this sector, and I expect a new substantial move up. It will be choppy, but nothing but good news up to and including Semicon West in July.
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