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

To: Gottfried who wrote (13809)	12/23/1997 11:08:00 AM
From: davesd	Read Replies (1) \| Respond to of 70976

Gottfried.... I think we will hit bottom or be near bottom once AMAT admits that there is a slowdown and that they will miss their numbers. However, if there really isn't a slowdown and AMAT can show that thru earnings and a growth in backlog...then we have seen the bottom. If the industry is starting to slow we will hear from the other in the industry before we hear from AMAT...since LRCX and lots of others quarters end this month. I would love to see a rally in LRCX and BRKS so that I can jump into some puts. That would provide a good hedge for an AMAT position. dave