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

To: Proud_Infidel who wrote (30458)	5/16/2006 5:33:52 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95499

No doubt, it is very hard to understand. AMAT now down to 17.20 in AH, that's between 3 and 4 percent. I haven't been listening to the conference call, and I don't know what is behind the selloff. Don

To: Proud_Infidel who wrote (30458)	5/16/2006 10:06:13 PM
From: Paul V.	Read Replies (1) \| Respond to of 95499

Brian, if I recall correctly, it appears that there is an inverse coalition with AMAT EPS and price of the stock. When EPS is up price appears to be down. Remember, when we first started buying AMAT several years ago that the train left the station prior to WS getting on board. IMO, it appears that WS is scared Sh-tless not to get holding the bag when the stock drops and upload esarly and then buys early. Maybe, Gottfried, and others can share some light on this matter. JMHO Paul