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

To: Paul V. who wrote (9217)10/22/1997 11:24:00 PM
From: Paul V.  Respond to of 70976
 
Threaders, IMO, the positive side of my previous post is--in the semi sectors wait a few months and acquire the great gains in the swings, esp. with the technology explosion.

Paul V.



To: Paul V. who wrote (9217)10/23/1997 12:30:00 AM
From: Big Bucks  Respond to of 70976
 
Thanks Paul,
This seems to be following the normal yearly sector cycle/response.
I'm curious how long the funds will hold AMAT if it drops below
$37. It seems likely that most of them would bail and take their
profits and wait till AMAT is at bargain basement prices again.
If a large percentage do sell, then the stock could conceivably
drop into the upper $20's. Hard to say at this point, it depends
on how strong the entire semi group is perceived to be into late
97.

Regards,
BB


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