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

To: Tito L. Nisperos Jr. who wrote (32308)	8/27/1999 5:55:00 PM
From: Justa Werkenstiff	Read Replies (3) \| Respond to of 70976

Tito: Re: "... the Workers have a Good week as they move upwards to reclaim lost grounds. Next week should be good again and it seems my 8 to 12 days at 76 is not bad at all." But what if the employment report is negative? Woops .... down to the bottom of the staircase again. The staircase only works when the Fed. is out of the market and there is a good and immediate outlook for bookings. Otherwise, the staircase becomes greased. Look at the ML upgrade today. The stock sunk like a stone out of the box before Greenspan spoke word one. When has an upgrade have that reaction? Upgrades used to be good for a spike at the open and a definite three or four points at the end of the day. We had to struggle today for over a point. Wow ... some upgrade Markie !! And NVLS, which was part of the upgrade, was up an 1/8th. KLAC, also part of the upgrade, was down for the day. ASML matched AMAT on a percentage basis. CYMI was the only one that did well and I doubt the catalyst was the upgrade. You have clear winners and losers in this sector currently. Winners are with the strong bookings trend and momentum. Losers are the ones that have the opposite for now. The good news is that the big boys have not left the sector all together so they think there is some punch left. There is selective buying and great trading opportunities. The bad news is that the sector is choppy at best and will not change unless the market can find a catalyst. The market has not found one yet. This cannot be denied. We all see catalysts but the market does not and that is all that counts.

To: Tito L. Nisperos Jr. who wrote (32308)	9/3/1999 11:10:00 AM
From: Tito L. Nisperos Jr.	Read Replies (1) \| Respond to of 70976

There's no truth to the rumor that the Bulls are silent in this Thread because they are busy stashing away their newly regained wealth. This is an Update from the AMAT YoYo Frontline. This is the situation 10 trading days ago: --- "... The AMAT YoYo DROP from 79 15/16 is now 8 trading days old. It seems we are bottoming around 62. Should the DROP ends today, I expect to see 76 again for the next 8 to 12 trading days --- for the YoYo CATCH." "... Since some of those Paid Analysts cause the stock to DROP, then the Others cause the turnaround for the CATCH in a regular basis --- bringing Business to Funds, Money Managers and Clients everywhere --- then I might as well call them the Paid AMAT YoYo Players)." Message 11089179 Now we are finally seeing 76 again... Now we just hope Justa's secret agent --- the Catalyst dispatched earlier deep in the enemy's territory above the 80th parallel --- is successful in laying the groundwork for the massive invasion to come... Message 11090149