Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

+1.3%

Nov 14 3:59 PM EST

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To: Proud_Infidel who wrote (37123)	9/3/2000 3:13:31 AM
From: hhieslmair	Read Replies (1) of 70976

I saw that too. They talked a bit about NSM too and one of the analysts said stay away from semis in general since they had a great run up, and are now tired. Tired? Perhaps the price is tired but the companies and earnings seem to be getting their second wind ( not that they lost their first wind). Still, one has to pay attention to analysts, even if they don't know what they are talking about. I agree about EXDS but if the analysts are hyping it, perhaps one should buy in a bit for a ride up and get out at the first trouble. Of course, that's probably just what they want you to do. Analysts probably like EXDS because they have faith in Hancock. I'm guessing that EXDS treats their analysts really well too. HH

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