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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host
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To: adad69 who wrote (8544)10/25/1998 7:48:00 PM
From: Tom Murphy  Read Replies (1) of 42834
 
William...I missed part of the program...What was your point on KLAC...that he mentioned another individual stock?...or something else?....FYI..a couple of analyst just revised earnings (downward)for KLAC through the end of 1999 based on what came out of the Dataquest Semiconductor Conference in San Diego last week (analyst revised 99 revenue estimates for the equipment sector down another 10%).
And Applied Materials warned Friday...So we might see some more weakness in the sector....Your thoughts?
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