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Politics : Formerly About Applied Materials
AMAT 327.01+2.5%Jan 16 9:30 AM EST
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To: davesd who wrote (10648)11/10/1997 3:35:00 PM
From: Math Junkie  Read Replies (1) of 70976
 
<<...all the analysts are saying that asia is a small part of the US business, therefore it will not have any impact>>

ALL the analysts? Come on, now, most of them are jumping on the downgrade bandwagon (AFTER the sector has dropped 30 or 40 per cent!) What I want to know is, where were these guys when AMAT was at 108 pre-split?

Do you know what this specific analyst was saying before the decline? He is said to specialize in the semiconductor equipment sector, so it would be interesting to know.
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