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

To: Fred Levine who wrote (38058)	10/10/2000 3:30:00 PM
From: Jacob Snyder	Respond to of 70976

No, no AMAT warning. However, all the semi-equip stocks are "sticky". That is, they all move up or down together, as if they are glued together. Investors buy or sell them as a group, sometimes with little differentiation among them. So, a reason to sell (or buy) any of them affects the rest. This is true in any industry, but, IMO, is even more true in this sector. The other factor to consider is that you are not going to hear the bad news first from Morgan. You'll hear it first from the semis, not the semi-equips. I still am not convinced the cycle is over, although that is what the chart is telling me.