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

To: Paul V. who wrote (9073)	10/21/1997 1:10:00 AM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Paul, my first thought is that if I had wanted to post it here I wouldn't have e-mailed it. <G> But no harm done. Second, I see no real (as opposed to surmised) deterioration of semi equipment mfg fundamentals. I believe (and have no proof whatsoever) that institutions are quietly buying the semi equips right now from the little guys they scared out of the stocks. When they are done buying we will hear them tout the stocks again. This is purely speculation on my part. The drop from Aug to Sept in btb was from 1.09 to 1.07. The 1.07 was the best Sept btb since 1991. That was not a valid reason for the stocks to drop so much. Of course, Mr Market also contributed. GM