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Strategies & Market Trends : Tech Stock Options

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To: Judy who wrote (26061)10/16/1997 2:05:00 PM
From: C.N.S.   of 58727
 
>>>Gradient is still up since b-t-b is greater than one. Rate of acceleration is slowing
down since it takes time to implement everything already ordered and to transition
to the next geometry. INTC and AMAT set the sector tone, and semi equip makers
lag the semis by about six months. INTC first warned in May. <<<

Given that, do you still think an run into earnings (on 11/20) is possible for AMAT.

Thanks
Shivu
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