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Politics : Formerly About Applied Materials
AMAT 267.87-0.6%Dec 5 9:30 AM EST

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To: Gottfried who wrote (25643)10/22/1998 11:40:00 PM
From: Paul V.  Read Replies (1) of 70976
 
Gottfried, In hindsight, the AMAT R/S signaled this move along with Tom Dorsey's indication on Sunday which we posted the the NYSE had reversed. Then, yesterday, just by looking at the bpsemi sector posted in my previous post we can see the sector jumped tremendeously. We just did not see it jumping $$$ wise as much as it did.

Bet we will see a 50 PE in the not to distant future as earnings drop off and the funds keep the price up.

Just my opinions.

Paul V.
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