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To: pompsander who wrote (42544)	5/19/2000 4:37:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 93625

pomp, buy AMAT? yes, here at $79 plus with a stop loss at $77, since a closing breach of the April low ($78 or thereabout) will be, IMTO, the shot over the bow of th current semi upcycle. The smaller semi equip will suffer first, these will be followed by the big boys (includsing AMAT) and then will have the chip guys going down. I smell a rotten bear market within two quarters (as per the turnips yearly scenario, sometime after a summer rally, maybe around election time for a top). Zeev