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

To: michael97123 who wrote (35887)	7/22/2000 11:34:58 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Michael, As far as the semi-equipment stocks, I believe they go up from here, and rather dramatically for some(ASYT, LRCX) at some point. Of course I do not know when. However, we are hearing many people say that a slowdown is imminent when semiconductor sales say otherwise. Until demand is met, I do not think anyone can pronounce the cycle over. I am stating the obvious here, but so many people want to claim that they picked the top that new predictions are being given every week, making it difficult for the group to gain any ground. When semiconductor spending is rampant again and nobody remembers the last downturn, we will be there. I have been placing additional bets over the past few weeks since I have listened to many semi execs and not one mentioned a slowdown in the offing. I am under attack. I would find another thread to frequent; life is too short to worry about those who police threads for an ego boost. BK