Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 268.72

+1.3%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Andrew Brockway who wrote (19915)	6/4/1998 7:48:00 PM
From: Proud_Infidel	Read Replies (3) of 70976

Andrew Re:I don't think the volume that we've seen the last 10 days has been "fund" volume. When we do see fund activity again, it will most likely be on the buy side since many of the funds have already dumped their shares. Justa found some info on one of the larger tech funds(Fidelity Select Elec??) and found their % of semi-equip holdings dropped from the mid teens to about 1.2%. They only have so many shares left to sell. Ask Justa for the link; I am not sure when it was posted. Re: the MOT pre-announcement I'd be surprised to see them not warn. They have history of this. How many consecutive qtrs is this? At least AMAT can claim cyclicaity and overcapacity as their nemesis. What is MOT's excuse? BK

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next