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Politics : Formerly About Applied Materials
AMAT 235.24+4.5%3:59 PM EST
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To: Justa Werkenstiff who wrote (19096)4/30/1998 2:22:00 PM
From: Gottfried  Read Replies (2) of 70976
 
Justa, predictions for the semi industry have had poor accuracy.
A few months ago they were more optimistic and saw a turnaround
earlier than they do now. But I don't know whether the Adams
prediction of a poor 1999 isn't just as inaccurate.

If other houses join this prediction, it should have the effect
of putting semi equipment stocks in a holding pattern (or a
mild decline). This would allow these houses to use their money
elsewhere, and come back to buy semi equips at leisure later.

GM
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