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 (29882)	5/3/1999 8:01:00 AM
From: Jerome	Read Replies (1) of 70976

Your right about CSCO. This another wild card that will have a positive impact on AMAT. In Februrary when AMAT ran up to 70 is was the result of ADI's very positive report and BTB. Although Analog Devices is not an equipment manufacturer it is part of the SOX index, and it attributed rapid growth in the DSP area as the basis for its positive outlook. As I recall all semi-equipment stocks had a good three day run after their report. ADI reports the day after AMAT. I have you down at 72 I'm not technically astute enought to understand the impact of various technologies within the industry, but I do monitor which events trigger price moves in either direction on stocks like AMAT, KLIC, LRCX. Good Luck, I hope you are right Jerome

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