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

To: Fred Levine who wrote (35829)7/20/2000 4:42:22 PM
From: Mark Duper  Respond to of 70976
 
I agree. What the freak is going on? Again, someone knows something we don't.

Sup.



To: Fred Levine who wrote (35829)7/20/2000 4:44:26 PM
From: FJB  Read Replies (3) | Respond to of 70976
 
It appears to me that a large group of people did not want to hold these stocks going into today's Book-to-Bill number and options expiration may also be playing a role.

Bob



To: Fred Levine who wrote (35829)7/20/2000 7:09:14 PM
From: Donald B. Fuller  Respond to of 70976
 
In my opinion, the market is telling us that the semi equip cycle has peaked. Virtually every semi equip CEO seems to be saying exactly the opposite - "nothing but blue sky ahead." Its either look out below or a hell of a buying opportunity, depending on which of these is right. Very skittish - weird trading action in the equips - I personally think they who pronounce the demise of the current cycle are prematurely puking.


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