Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 326.63

+2.4%

2:50 PM EST

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To: akidron who wrote (10566)	11/8/1997 11:49:00 PM
From: davesd	Read Replies (1) of 70976

Akidron, there was a time when fundamentals ruled...but of late speculation and momentum are playing bigger roles in the movement of stocks. AMAT has not equalled it's best quarter that it had in Feb 1996, yet it's stock was trading over 100% higher just a short while ago. So the speculation was that the semi cap market is booming again...now people are start to doubt that and the stock has retreated. You are right that I am a long term bull on the whole sector but a bear in the short term....however, you never know what will make this stock take off or drop. So at this point I am not sure what the direction of the stock is going to be, but I believe there is a good chance of further decline, however, I would hate to miss any irrational exuberance activity either...hence my hedged position. dave

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