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

To: michael97123 who wrote (47158)	5/23/2001 11:05:59 AM
From: trilobyte	Read Replies (1) \| Respond to of 70976

an objective reader reading this thread would get the feeling people are really negative on the sector, not the opposite! Anyway, as discussed before, the stock prices of semi-equip stocks have been somewhat disconnected with fundamentals during this cycle. The stocks started to drop way earlier than they should have and have been showing strength way earlier too. That is something the rational posters here can't seem to accept very easily. Big money rules. Trilobyte