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

To: Kirk © who wrote (36075)	7/27/2000 1:07:01 PM
From: michael97123	Read Replies (2) \| Respond to of 70976

Michael Murphy is at this conference and he said to a man everyone there (from many semi companies) is bullish on their companies and the industry. And all are confounded about stock market action in semis these past few weeks. IMO, we have SSB to blame for what will turn out to be a great buying opportunity. Their call made other analysts a little nervous so they are looking for any indication that a top has been reached. Its a buying opportunity folks. Just try to time entry as low as possible.