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Politics : Formerly About Applied Materials

AMAT 341.36

+1.3%

3:59 PM EST

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To: Tony Viola who wrote (23134)	8/19/1998 10:18:00 PM
From: P.M.Freedman	Read Replies (1) of 70976

Small companies are much easier to be hurt at the beginning. If middle sized companies follow the trends, it tells you the situation is getting worse. Those big companies used to have more products so they get buffer for the period and always recover much quicker than others. The signals sent out from those middle sized companies are most important than smalls and bigs. In most cases, those signals tell you where the whole sector will go. I don't think the worst for AMAT is over or close to the end. Asian semis are not placing orders, so do those small semis in the US and Europe. Right now, middle semis have to tight their expenses. So, only big semis have the ability to expand. But so far I have not heard any significant orders from those big companies yet. Most of fools have bought AMAT already. Not many fools left. The MMs have got enough time to unload their holdings. It seems to me that AMAT's down time is coming. Good luck to all!

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