Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 262.35

+0.2%

2:24 PM EST

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To: jbershad who wrote (1798)	9/4/1996 8:36:00 PM
From: Cary Salsberg	of 70976

Jerry, After falling for about a year the semi-equips are bound to show relative strength. They are marking time here. The current price discounts current concensus estimates and if these estimates hold, we have seen the bottom. Unfortunately, people with more expertise than I, Carl Johnson and Michael Burke, to name a couple, don't believe the current estimates will hold. If they don't, expect prices to move down with lowered estimates. I have not seen any pursuasive arguments that a PC pickup that will change the outlook is coming. I think long termers will have ample time in the next 6 months to accumulate semi-equips at lower prices. Cary

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