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

To: Tito L. Nisperos Jr. who wrote (12558)	12/2/1997 1:40:00 PM
From: Kumar Nathan	Read Replies (2) \| Respond to of 70976

Tito & Others: Somebody posted the news that Tom Kurlock is downgrading tech sectors citing inventory buildup. It is true that many chip manufacturers are sitting with considerable inventory and everybody is focus right now is on inventory levels mainly to improve their cash-flow situation. There is a tug-of-war at all levels on this issue. OEM doesnt want to accept any new inventory. Fab wants to push everything they produced to their customers. And the customers are requesting to carry their inventory until first week of Jan. This type of scenerio is common for any chip industry during this time of the year. But intrinsically their market outlook is very bullish and positive. IMO Tom Kurlock is carried away with this inventory thing and talking down on chip industry is some what short sighted. I strongly feel that he will reverse his opinion by next month once he see the pipeline moving. Regards Kumar.

To: Tito L. Nisperos Jr. who wrote (12558)	12/2/1997 2:39:00 PM
From: ILCUL8R	Read Replies (1) \| Respond to of 70976

Tito, PMFJI on your message to Brian, but I wanted to say I generally agree with your analysis of AMAT's recent price moves: >>Brian, based on my studies, the stock goes higher 3 to 6 days and then goes lower in the same number of days or lesser. Often, the best time to buy is at 12:00 to 1:00 PM when traders are at lunch and the best time to sell is near the opening and near the close...A spread of 5 dollars gives you 500 bucks for a 100 share trade.<< Historical reviews don't do very well at predicting the future. Is there any way you could help some of us know when to buy and when to sell to get enough of a trading spread to make the effort worthwhile? Thanks.