Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.87

-0.6%

Dec 5 3:59 PM EST

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To: Gottfried who wrote (14853)	1/19/1998 4:38:00 PM
From: Jacob Snyder	Read Replies (1) of 70976

NVLS does not warn of 2nd half 98 slowdown. That's the most important info today. Assuming they have visibility (that's a big assumption), it's very good news. If the KLAC news is as good tomorrow, we'll have a little un-sustainable rally, and maybe the support levels for semi-equip stocks will get a bit firmer. Traders should sell AMAT at 33, KLAC at 43, NVLS at 35; and wait for 26 (AMAT) and 34 (KLAC) and 28 (NVLS) to buy back. Investors should do nothing.

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