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

To: Xpiderman who wrote (35504)	6/21/2000 6:03:00 AM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 70976

X: Re: "The May BtB number confirmed the peak." One can't say for sure. The "peak" may be a flattening of bookings as opposed to an immediate downtrend. Bookings were up 1.29% but this was the lowest sequential growth in at least six months. Re: "Is it time to take profit and run? Or shall we wait till AMAt earning???" If one were a trader, profit taking would probably be in order. There will be no reason for the big boys to buy these stocks today; there is only reason to sell. There won't be a celebration of these numbers. If one were a long term investor, one would have to make a judgment as to the duration of the cycle in conjunction with a slowing economic background in addition to other factors such as the high utilization rates in the industry. I currently have no position in AMAT.