Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 262.31

-1.2%

10:18 AM EST

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To: Jacob Snyder who wrote (21998)	7/21/1998 12:57:00 PM
From: Quant	Read Replies (3) of 70976

Please re-read my post on July 17. My opinions are based on factual foundation. This is also factual: CAPEX accelerates six months ahead of cycle trough for all semi end production. If we've bottomed (and I truly believe we have related to inventory correction) then CAPEX sector will rebound. Note last sentence of my 7/17 post: "this could happen quickly." I am prohibited from short-term trading, am long-term only, but would recommend you rethink a short position. Short-selling could accelerate the price movement higher. 9:44 AM AMAT = 32 7/8. SOX +9.99 Good luck.

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