Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 319.11

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3:59 PM EST

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To: Ian@SI who wrote (35803)	7/18/2000 1:32:33 PM
From: cluka	Read Replies (1) of 70976

Does anyone have any more details on this from Briefing.com ...Helping to trigger the more expansive losses in the tech sector were cautious comments from Merrill Lynch that were reported on CNBC... The quantitative analyst suggested reducing the weighting in the semiconductor sector from market overweight to market weight... The semiconductor analyst concurred but indicated that this was merely a mid-cycle correction and that he remained longer term positive...

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