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

To: michael97123 who wrote (41016)	12/21/2000 3:29:20 PM
From: Henry D	Respond to of 70976

michael, you asked if AMAT big decline was in anticipation to the expected decline in b2b. yes and no. AMAT is dropping for two reasons in my opinion: 1) everyone knows when b2b peaks you better get ready to run . 2) the chip stocks and nasdaq were overbought and overvalued in March and now has to correct severely. in the past, i seen semi equip drops while the nasdaq and internets, networkers were going up. this time the whole tech sector is going down. personally, if we have a recession, i am guessing we can see the mid 20's for AMAT. despite that, i nibbled on some AMAT shares today for my long term position. luck