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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Softechie who wrote (5731)11/14/2001 5:49:09 PM
From: t2  Read Replies (1) of 99280
 
AMAT is really dependent on their customers, the semiconductor companies.
There would be a lag.
If by chance there is a pickup in electronics devices that need chips, AMAT may be the last to know in that chain.

That was why I had been concerned about this earnings report.

This may be the short covering opportunity that results in higher close on the Nasdaq going into Dell's earnings...which may mark a short term top on the Nasdaq.
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