Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: derek cao who wrote (18140)	3/24/1998 6:51:00 PM
From: MileHigh	Read Replies (1) of 70976

Here we go again!! MSFT will be sreaming tommorow and the NAZ futures are already up 9 pts on GLOBEX.....DOW 9,000 is tomm probably....BUT is this good for AMAT? My take is it will bounce short-term, but MSFT is benefiting from the "pushout" of PC's and lower overall prices....They do not care what price a PC is sold for, as long as it is loaded with Windows software, which we all know it is....I do not see how fundamentally this helps semi's or semi equip makers..!? FSII reports bad earnings and a "scary" forward looking statement...Sure they are only FSII, not a big player, but read their outlook..They state calendar year '98 might not even equal '97!? Anyway, Everyone on this thread will get even more testy because all the indexes will scream higher and AMAT will probably continue to lag (for now) Still Waiting!! MileHigh

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