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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Tony Viola who wrote (251)2/20/1999 11:12:00 PM
From: KY  Read Replies (1) of 54805
 
Tony,

I dove into AMAT earlier this year while it was bouncing off the bottom. Very happy to see the cycle turn back up again. AMAT has pretty much ignored all the tech trouble lately...unbelievable relative strength for the entire group since the October lows.

AMAT is in a class by themselves in the semi equip area. I believe that Moore did classify them as a "King."

Frank or others, do you know why it is that they are not a Gorilla? I wouldn't think it is due to their cyclical business.
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