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

To: davesd who wrote (9288)	10/23/1997 8:44:00 PM
From: Taby	Read Replies (1) \| Respond to of 70976

Disappointment? Which world do you live in?

To: davesd who wrote (9288)	10/23/1997 9:17:00 PM
From: roly	Read Replies (1) \| Respond to of 70976

Dave, We can't let you get away with this one sided negative post <<G>>. Bulls fighting back here. Can't take anymore losses. How about CPQ, IBM, TXN, JBIL, DELL, CYMI, CREAF, ASMLF, KLAC, MSFT, AMAT, NVLS, COHU,... to name a few Roly

To: davesd who wrote (9288)	10/23/1997 10:53:00 PM
From: Gottfried	Respond to of 70976

Dave, >>The interesting thing is that alot of people think that AMAT is isolated from all the things going on in the tech sector....If one or two company came in with bad numbers, I'd say no big deal....but it's been a steady stream of disappointments that cannot be ignored and down the road it will show up at AMAT's front door. again just my opinion.<< Well, we've seen AMAT is not only NOT isolated, but declined more percentage-wise than non-semi-equipment stocks. (My QNTM and IOM held up well). I think you got the 'isolated' idea because some compared AMAT to a seller of weapons. That is a valid comparison, but it requires that the warring parties have the money to buy guns. Right now there is uncertainty about that. There is no uncertainty that technology of the kind enabled by AMAT will continue to be in demand, even with one less box maker. GM