Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 242.41

+5.0%

Nov 25 3:59 PM EST

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To: 16yearcycle who wrote (41004)	12/20/2000 11:45:53 PM
From: Gottfried	Read Replies (2) of 70976

Eugene, I already posted what I think: numbers down = bad. It had to happen some time. But will this be the start of a regular down leg in the cycle? Or will it stop and reverse soon? I don't know. Besides, since April we had: numbers up = bad, so what is new? Seriously - if the lower SEMI numbers don't have a significant effect tomorrow, they may be priced in. And if reason prevailed, these new numbers would be considered good at this late stage in the cycle. But reason does not prevail as long as the $treet needs to create new opportunities to profit. Just keep watching your 30 wk and 200 wk ma and don't forget to cover :) Gottfried

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