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To: chic_hearne who wrote (9575)	8/9/2000 1:01:33 AM
From: Gut Trader	Read Replies (3) \| Respond to of 436258

Went looking for a chart on amat and found this instead quotes.barchart.com

To: chic_hearne who wrote (9575)	8/9/2000 1:44:40 AM
From: advinfo	Respond to of 436258

My knowledge of the sector isn't that specific so I can't provide a qualified guess modeling those numbers. I'm waiting for results to be posted and guidance from Captain Morgan. Some of the smaller players(ASYT,ATMI,KLIC,LTXX) have encountered legitimate speed bumps and are paying an extra price. Key players like CYMI appear to be firing on all cylinders. My high level guess is that the "cycle" still has legs but it's gonna be a real stock pickers sector now, no more throwing darts. Even the most bullish forecasts can be derailed and the music can stop with little warning. A little Asian flu goes a long way...