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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Paul V. who wrote (31155)	6/24/1999 10:20:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

Paul, MU and AMD are company specific. AMD got it's butt kicked by INTC, MU by the Koreans. Until June 30, 2:15PM, the market seems to react to anything including a change in the weather as if the world was coming to an end. At least it's on relatively low volume as opposed to the overall market wanting out at any price. Ian

To: Paul V. who wrote (31155)	6/24/1999 10:37:00 PM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 70976

>> The software companies must require 128, 256, and up to operate the computers or the hardware companies must just stop making the lower end chips. << I know what the problem is! The memory guys increase quadratically: bits per unit area. The software guys keep on putting one line of code after the next, linearly. If they were to all shift to massively parallel architectures, they could increase memory requirements exponentially (memory of processor A raised to the (N processors) power) and stay ahead of the chip guys forever! Yeah, that's the ticket! Ooops, sorry, Thinking Machines tried that, didn't they? The software overhead choked the programmers and investors before it choked the processors, right? Don't mind me, I'm just feeling a little punchy this evening.... Katherine

To: Paul V. who wrote (31155)	6/24/1999 10:53:00 PM
From: Paul V.	Respond to of 70976

Gottfried, Even with the Semi sector being overbought it appears that the funds and investors are still buying. Imvestment Business Daily AMAT EPS Rank 37, RS rank 93, Industry Group = A rank, Sales+profit Margin+R.O.E. = C rank, Accumulation = B PRICES Todays IBD INdustry Prices subsector ranking: #25, LAST FRI #32, 6MOS ago #7. A month ago the SEMI-Equip makers i believe were around 99 ranking. When I compared the 1997 DW Semi (bpsemi) against AMAT chart the semi chart started declining (column of "0's" in July however AMAT continued moving up even after the decline. If I recall correctly, the Semi manufactures lead the Semi Equipment Makers in the market. This could explain the month lag of the Semi Equipment makers. Did you noticed that the DW SOX chart reversed down this week? I will be glad whent NVLS comes out with their earnings. When does KLAC and Klic come out with their earning? All our data appears to signal the SEMI equip will peak in the next couple of months. Comments? Just my opinions. Paul