Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 221.52

-3.1%

11:01 AM EST

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To: MR who wrote (21581)	7/11/1998 7:52:00 PM
From: P.M.Freedman	Read Replies (1) of 70976

>>I think AMAT will take at least a couple months to bottom out.<< I am not sure on the time frame of the bottom. The time to bottom out is the time that Asia flu cures. Did AMAT mentioned next quarter in last Friday's warning? With the fact that Intel is shutting plants for 10 days to reduce inventories, other semis should be facing the same inventory problems. AMAT may have additional bad quarters (one or two). I used to be at the long's side for AMAT but this time I may initiate a short position above $23 if I can get it on Monday. Good luck!

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