Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 327.01

+2.5%

Jan 16 9:30 AM EST

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To: jtechkid who wrote (20285)	6/12/1998 4:26:00 PM
From: Katherine Derbyshire	Read Replies (1) of 70976

You've been bullish all week and I really don't understand why. I have seen no indication that the semi equipment customers are starting to buy. Just the opposite, in fact, and the macroeconomics are getting worse every day. Sure, this is a pretty good time for a long term investor to put some money in, but things will get worse before they get better. Remember, even if the B2B levels off at .8 or so, that still indicates a shrinking market. Even if you're right, and July is the bottom, August B2B numbers won't be out until mid-September. Plenty of time to sit on the sidelines and watch the blood flow. Katherine

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