Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Joe Sabatini who wrote (20127)	6/11/1998 10:46:00 AM
From: shane forbes	Read Replies (2) of 70976

(20-22% decline is a disaster) Anyone who wants to believe that the semi-equips are not going lower should note that a 20-22% decline in business means a total collapse of the industry - I'm sorry but there is just no way to sugar-coat this - longer term every long holding their shares today in the bigger companies will be fine - BUT it will be awhile, a long while, before the shares start to move explosively upwards.

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