Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 336.87

+1.3%

Jan 28 3:59 PM EST

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To: Justa Werkenstiff who wrote (20518)	6/17/1998 1:49:00 PM
From: 16yearcycle	Read Replies (1) of 70976

I am very relieved that a huge rally didn't occur as a result of the klac news. Klic saved the day. Some of the smaller equips have dropped to sub 96 values, as you note. The news out of China would push recovery out farther, or provoke Japan to finally take stronger action. Their is no way to know what will happen. What I do know is that klac is still under 2x book, so I am buying more right now. Amat is staying high. It sure looks like it will take a good shock to force it under 25. Still hoping.

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