Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 261.26

-0.2%

12:36 PM EST

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To: Duker who wrote (30790)	6/2/1999 11:50:00 AM
From: Justa Werkenstiff	Read Replies (1) of 70976

Duker: Re: "May have been widely expected ... but, it is nice to see it in print ..." As I have posted before, there is a war going on between the improving fundamentals in this sector and the interest rate environment. And for the last week, the war has been fought to a stalemate. This sector does not go down. In fact, my portfolio was up yesterday in this sector with the NAZ off 50 plus points. The relative strength in this sector is impressive and if we get some positive economic news, this sector will be among the leaders out of the correction provided MU gives good guidance for the DRAM followers. BUT keep your eyes open for analyst downgrades in this sector. Someone may try to shoot it down during the correction. FYI, AMAT to present June 9 or 10 at the Warburg Dillon Reed conference.

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