Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 318.63

-3.0%

Feb 3 3:59 PM EST

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To: Marc Trombella who wrote (17044)	3/4/1998 8:13:00 PM
From: jtechkid	Read Replies (2) of 70976

be patiece-more pre announcements coming-amat numbers i think are coming down even more-don;t forget we are coming into the summer-weakest order period-my history it usual gets very ugly before we hit the bottom-if amat bottoms at 2xsales it would be at 22-which is not unrealistic-again-as i've sai before no reason to buy-listen to the management-book to bill negative-the best time to buy semi's is when booking stabilize or start trending up-we are doing the opposite-i think we will botom in july or august-i think amat could hit 22-26

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