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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 220.28-6.4%Nov 20 3:59 PM EST

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To: Proud_Infidel who wrote (1501)7/12/2002 6:38:15 AM
From: scott_jiminez  Read Replies (1) of 25522
 
'People were not expecting...Dell to gain market share'.

Fine. But this is a bizarre and glaringly hollow foundation to propel the tech sector.

When a bellwether shows revenue/earnings enhancement from market share growth, as completely distinct from any sign whatsoever of improvement from pathetic demand levels, indicates this news is a completely false proxy for recovery of the computer/software/semiconductor sectors.

Friday's are rapidly gaining hero status via the Dead Cat Bounce Society.

'ppreciate your efforts in keeping the KLIC thread abreast of developments.

Best wishes,
Scott
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