Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

+1.3%

Nov 14 9:30 AM EST

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To: Lone Star who wrote (18215)	3/26/1998 4:48:00 PM
From: jtechkid	Read Replies (1) of 70976

if your a bull you want this downturn to real bad, ugly, hurting lot of companies. why? the worst the downurn in the semi's imo the better or stronger the upside or turnaround potential. if a downturn gets nasty-you seeing already a lot of fabs being delayed and seeing layoff-this is lterm good news-then you should see some smaller semi's and finacial weak companies get hurt and don't have the money tp ramp up for new products-which is vey good for amat-so when the cycle turns up ,their capacity is constrained-no new plant-strong companies like amat had the money to revamp and upgrade their technology-their competitive advantage become stronger-they have pricing control. more point is i think the market is dumb-i think the market will panic if it turns real ugly and techs turn completely out of favor and thats the time to buy. iwall street been a herd mentality=i see the herd loves amat-and i just smell a disater in the market. i could be wrong-but i sleep like a baby and don't have to worry about disaters. smart bulls want a disater in semi's worst than 1996 is my point

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