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Politics : Formerly About Applied Materials
AMAT 262.15+0.5%12:57 PM EST

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To: Teri Skogerboe who wrote (19484)5/15/1998 11:45:00 AM
From: Michael Ohlendorf  Read Replies (3) of 70976
 
Anyone following KLIC - it is sliding ! Semis as a whole under some selling pressure today. Looks like selling will still increase as the slow summer months are coming closer and the guidance most companies gave so far was for further flat or down quarters. So no quick recovery in sight. Asia getting worse every day. Japanese companies e.g. just stopped their production in Indonesia. Hope I am right since I am short ASMLF for months now with almost no success. Will I finally make some money ??
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