Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.25

+0.9%

Nov 28 9:30 AM EST

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To: Proud_Infidel who wrote (20819)	6/25/1998 6:41:00 PM
From: jtechkid	Read Replies (1) of 70976

this group looks awful--but again this is the time to buy or great trading stocks. i knew one i like and will buy tomorrow is asyt tomorrow. we need some consolidation in this group. what i believe is all the management is scared and all we need is one competitive buyout from solid player and that will start the domino effect, morgan basicly said nothing good today and semi's will probably mirror asia in the short term. some small companies i like lot-quality semi-selling half book . sybol qual. alliance semi -half book value. what generallyhappen in a downturn is funds if they buy any semi's will buy the leaders so some second, third, players get destroyed but if the group changes by 1999 both these stocks will double maybe even triple quick.

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