Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 232.46

-1.2%

11:39 AM EST

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To: Cary Salsberg who wrote (45582)	4/19/2001 3:25:56 PM
From: Kirk ©	Read Replies (3) of 70976

It is interesting to see sentiment change so rapidly, but that is necessary for both bear rallies or the start of a new bull. I Appreciate your perspective. I'm trying to remember if there is any difference between THIS rally and the one we had in January of this year? What I can remember right off the bat is AMAT has now successfully tested its low of $34 with a trip back into the $30's just days ago... Second, I don't remember seeing fundamentals that were positive back then. Now we have some. UTEK this AM said they think they will keep Book-to-bill over 1.1 for the next two quarters... and then go higher also. Add that to LRCX saying they think they have seen the worst and should do slightly better the next two Q's and it starts to add up... especially with AAPL and INTC and IBM and MU news. Am I missing anything that is MORE negative other than Cisco capitulated and most bears end when the tallest of the talls topples? Kirk

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