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Politics : Formerly About Applied Materials
AMAT 326.65-0.6%10:57 AM EST
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To: Proud_Infidel who wrote (45937)4/26/2001 11:43:14 PM
From: Jerome  Read Replies (1) of 70976
 
"However, we think April could be the low month for the quarter, and that sales will strengthen gradually through
June and more sharply into the second half," he said.

This statement from the Amkor report is similar from those from the GLW (Corning) and Vishay report. All those thread viewers looking for another pullback to a lowered Nasdaq, might be in for a surprise. Ian made the same observation a couple of dozen posts back. What I find interesting is that GLW, AMKR, &VSH are in three distinctly different business and they all see the same turn around schedule. Add to this INTC's announcements today about the bottom, and I'm convinced, that shorting these stocks will require nimble trades and lots of luck.

But then again I've been convinced of many things in my life, that now look like sheer stupidity.

But I survived it all.... Jerome
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