Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

+1.3%

Nov 14 9:30 AM EST

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To: Kirk © who wrote (40065)	11/28/2000 3:52:14 PM
From: Dale Knipschield	Read Replies (2) of 70976

By Korea do you mean their decision to cut capex dollars in the year ahead? Could be read as a positive.......as their budget oplans were previously seen as a negative (overcapacity). But their decision to do a 180 is now negative also (orders weakening). So, logically, even a positive move is negative. How do you win in this game? Bottom not yet in.....remember, according to the EXPERTS, (analysts, I suppose) we need a capitulation,(somewhat similar to disenfranchisement, but having to do with money) :^) for the bottom to be found. Shakespere messed up.......I say shoot the lawyers AND the analysts! Regards, Knip

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