Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: Jeffrey D who wrote (25938)	11/3/1998 3:08:00 PM
From: Justa Werkenstiff	Read Replies (2) of 70976

Jeffrey: Thanks for taking the time to share the H & Q take. So what's the word? Mark Fitzgerald of ML is out there telling us the semi-equipment sector is not due for a turnaround and the stocks are ahead of themselves. And Jay Dehana of MSDW has downgraded his babies because they got too far ahead of themselves. Now H & Q is saying they are at the high end of their range and to buy on any weakness. So now the whole world knows these stocks have gotten ahead of themselves in the opinion of the experts and the big boys and everyone else have been put on notice of this fact. So, big mo and the other big boys have a decision to make -- hold or sell in the short term in the face of reality. I suspect those who are going to sell in light of this huge revelation have taken action to a large extent already in the short term. Moreover, I see relative strength in some of the small cap semi-equips. So I covered my shorts of KLAC, NVLS and AMAT late this morning. I might be a tad early but I don't want to be short too long in this market.

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