Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 220.28

-6.4%

3:59 PM EST

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To: Gottfried who wrote (19105)	4/30/1998 3:36:00 PM
From: Justa Werkenstiff	Read Replies (1) of 70976

GM: Agreed re semi-equipment forecasts being as reliable as a long term weather forecasts. This sector seems to trade on perception more than anything else, especially when it is going through a dry spell. I have no opinion of whether Adams, et. al. is correct or not but put I do put them firmly in the minority if not flying solo. My choice of words ("rough waters") could have been improved upon. I don't see a revisit to the lows in this sector. I see a continuation of the trading range with revisits to the lower end (AMAT at $32) to the extent that other houses adopt the perception of a disappointing 1999. Whether this happens or not is anyone's guess.

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