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

To: Gottfried who wrote (31667)7/29/1999 12:36:00 AM
From: Gottfried  Respond to of 70976
 
briefing.com on semi equips: :>>...While at some point this sector will see a recovery and experience better earnings performance, the group as a whole might have already gotten ahead of themselves, anticipating more than what the market can deliver at this time. Hence, a pullback from recent highs might be in store for the group as investors' expectations always have a tendency to rev too high. - <<
briefing.com

Gottfried



To: Gottfried who wrote (31667)7/29/1999 12:59:00 PM
From: Paul V.  Read Replies (1) | Respond to of 70976
 
Gottfried, Jan, thanks for your perspective on AMAT. d [end]
I totally concur with Jan's opinions. AMAT's RS has been holding up in the DW data and the IBD at 90%. This may be true until after the EPS is out. After the 17 of August who knows. Remember that 75-80% of a stocks price is the market and sector combined.

Just my opinions.

Paul



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