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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (3366)6/2/2002 7:10:35 PM
From: Donald Wennerstrom  Read Replies (2) | Respond to of 95530
 
Well, this is really guessing on my part, but I think they will try to drive AMAT lower(as well as the other semi-equips). Right now, all the good news is out on AMAT and "they" managed to drive the price lower. Shouldn't be much of a problem for "them" to lower the price another several dollars during the next few weeks.

Don



To: Kirk © who wrote (3366)6/2/2002 7:17:34 PM
From: Return to Sender  Read Replies (1) | Respond to of 95530
 
I picked up some A on Friday at 26.28. Do you still like it? I also think the question on AMAT's fall was an interesting one as well. I'm not used to see it that close to the bottom of Don's performance table. I'm back in AMAT as well.

RtS


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