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

To: robert b furman who wrote (15027)	5/17/2005 9:53:15 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 25522

Bob, The bigger companies like AMAT move more slowly than the smaller "niche" players, but I think you know by looking at the weekly postings of the Group, the semi-equips tend to move "up and down" together. While some of the smaller stocks may move faster than others(note how LTXX has been performing lately), this is because their sub-sector may be doing better or worse than the "average. For illustration of this, I just posted the CSFB report tonight on the expected SEMI report coming out this Thursday. Message 21333289 Please read the last paragraph in the report, <<Back end book to bill above 1.0 – third time the charm.>> This is good news for the test and assembly companies within the Group. From that point of view, this is a "stockpickers" market, but over the slightly longer term, the Group tends to rise and fall together. Don