Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 261.90

+0.4%

Dec 26 9:30 AM EST

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To: John Trader who wrote (41994)	2/10/2001 7:41:36 AM
From: orkrious	Read Replies (2) of 70976

Kevin McKechnie (Pimco Global Innovation Fund) picked AMAT as his "play of the week...expects bookings to be down 30%, and "that is as bad as it typically gets for AMAT, and leads to a bottom in the stock". The fact that everyone now loves the semi equips (they were stronger than any other group until a week ago and were stronger early in the day Thursday and yesterday until the Nasdaq dragged them down kicking and screaming) leads me to believe the worst isn't nearly over. The masses are always wrong. At the bottom no one will want them. I am more likely to take what Wilf Corrigan said three posts ago as evidence of what is likely happen to AMAT. IMHO Jay

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