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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (11778)	10/20/2004 7:50:08 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 25522

Brian, Another piece of negative news at this point - it might mean that semi-equip stocks will continue going up. After all, we had good news during 1H04 and look what it got us - falling stock prices. Now we get the bad news in 2H04, after the Group is down 40 to 50 percent from Jan - why not start an upward run here in preparation for for the upcoming "good times" in 2H05?:) After all, TER was up over 5 percent today while their drop in Quarterly Bookings from 2H04 to 3H04 announced last night was -49 percent - the worst drop going all the way back to 4Q99, the last of the available records. That may be the worst drop in Bookings for TER ever, but it didn't stop a greater than 5 percent rise today. The "bears" are firing their big guns now - shouldn't be long until we hit the bottom.:) Don