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

To: StanX Long who wrote (47134)	5/23/2001 12:33:31 AM
From: Paul V.	Respond to of 70976

StanX, The market tomorrow will look at the SEMI's as having reached the bottom at .42 with the price of AMAT continuing to move upward like it has done in the past '98 cycle when AMAT had a BTB #'s two months in a row or drop. I suspect that the first will occur but I could be wrong. My rationale is that the market and institutionals will hold up the stock and as Brian has posted more of the SEMI manufactures will begin to purchase the new equipment or be left behind as AMAT CEO Morgan has stressed. By the way, since 1991 the .42 BTB # is the lowest that it has been since 1990 according to the data that Gottfried and I have accumulated. Just my opinions. Paul