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

To: michael97123 who wrote (49253)	7/16/2001 10:00:45 PM
From: Joseph Beltran	Read Replies (1) \| Respond to of 70976

michael, I just spent about an hour or so reading the semi-equipment boards on yahoo and let me tell you: the bears are out in force tonight. they are pulling out all the stops trying to scare longs into selling first thing in the morning....maybe the market still needs to price in a projection that recovery in orders won't begin until january of next year. if that's the case then I wish we would just take the hit all at once and get it over with. watching this market on a regular basis will drive one to drinking, divorce, and depression (not necessarily in that order). It was so much easier when it just went straight up without stopping, wasn't it? Seriously, though, cnbc had the intc bears (general niles) out this afternoon criticizing intc's yet to be released earnings. They smell blood.

To: michael97123 who wrote (49253)	7/16/2001 10:13:07 PM
From: Tito L. Nisperos Jr.	Respond to of 70976

Michael, INTC before the Bear-Bull Market of '98-'00 was the clear and Precious Darling of the Chip & Chip-equip Market. I haven't seen it decline more than 50% during the time it got a ChokeHold of AMD. Dell/CPQ rise first then quickly followed by INTC and then 3 months later --- AMAT. Then During the last Bear-Bull, I noticed INTC was not regarded highly anymore especially when AMD came back from the Dead. It even declined more than 70% --- even worse than AMAT did. To make it worse for INTC, Not only the PC Chip but also Other Chips like in the Internet became fashionable. To me it seems AMAT is becoming the Heir Apparent to the Throne INTC held for himself for a long long time. INTC's Popularity will return if only the earnings report tomorrow will be highly regarded. You see the Goodness or Badness of a News depends on the prevailing Mode of the Market. We'll hope for the Best.