Bob Brinker: Market Savant & Radio Host Message Board

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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

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To: Bill Shepherd who wrote (5473)	6/12/1998 8:30:00 AM
From: Skeeter Bug	Read Replies (2) of 42834

>>"AMAT will not see 25 again."<< bob doesn't understand current semiconductor dynamics. amat is going well under $25 and will stay there for quite some time, imho. they haven't even begun to reap the rewards of a 0.58 book to bill. it will head toward 0. amat's customers are in deep kimshee and some may file bankruptcy. can't buy much equipment when you are wrapping $1 around each chip you sell and billions are sold... i believe micron technology will see bankruptcy. amat will be a GREAT PLAY on the other side of this devastation. not yet, imho.

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