Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 254.76

+1.0%

3:25 PM EST

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To: Taby who wrote (20306)	6/12/1998 9:55:00 PM
From: stockycd	Read Replies (2) of 70976

This whole semi-equip slide will not be over until SEA is over and SEA will not recover before China flushes the toilet on their currency. The only thing anyone should be buying now is put options on these guys. However, the recent downgrades in the sector is a good indication that the bottom my be in sight. I look for more downgrades coupled with a firming in the BTB, them I'll start buying. KLIC first, KLAC second, but AMAT last. CD

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