Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.11

+6.9%

3:59 PM EST

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To: Fortinwit who wrote (26220)	11/13/1998 10:26:00 AM
From: blake_paterson	of 70976

Fortinwit: I usually don't agree w/ those guys, but in this case they're right and the last paragraph says it all: <<...it is not a stretch to believe that the industry remains cautious enough to keep a lid on equipment orders. So, while market optimism reigns about the future for....almost all semiconductor firms, the fundamentals are still poor. KLIC lost a lot of money anyway you look at it. This industry is very volatile, and business could pick up sharply. But the stock has already moved up in expectation of something of which there is yet no sign. If a rebound in orders is decent, but not great, KLIC may still be unprofitable. Chasing the stock at this point is speculative. The chance to bottom fish may already be gone.>> BP

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