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

To: michael97123 who wrote (36649)	8/11/2000 12:14:29 PM
From: James Calladine	Respond to of 70976

WHAT MOVES THE MARKET....? A lot of different forces, BUT: -- bigger fish have more clout than little fish -- the brokerage houses work for (primarily) the big fish -- analysts work for the brokerage houses -- in the end analysis the big fish are calling the shots when the big fish are truly READY for the market to go up, the analysts will find lots to like about AMAT, and techs generally. Until then, every 50% filled container will be viewed as half empty. Best wishes, Jim

To: michael97123 who wrote (36649)	8/11/2000 12:29:49 PM
From: James Calladine	Read Replies (1) \| Respond to of 70976

MARKET MOVEMENT: (OFF TOPIC SOMEWHAT) A "textbook case" of the willful trashing of a stock is AMD. From the time of earnings (greatest in company history in every way), analysts proclaimed: -- semi cycle over -- set top boxes finished -- INTC will kill AMD -- flash memory boom is over -- wireless boom is over and so on. Most of the comments were actively refuted by the company. That didn't matter. That stock was going down. On earnings day (July 19) the stock hit $95. Its low today was $54 Is that the end? It depends on whether the forces interested in trashing it are finished yet. There was a 300,000 share sale yesterday. Is AMD's situation that much worse in less than a month? Best wishes, Jim