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

To: gambler2 who wrote (13899)12/29/1997 11:10:00 AM
From: Big Bucks  Read Replies (1) | Respond to of 70976
 
Gambler,
Most traders and fund managers probably still on vacation, these
are the entities that buy huge blocks of AMAT and make the real
volatility. Small block traders (independent investors) are waiting
for a momentum move before committing more money to semi-
equipment sector stocks. Should start seeing some analyst upgrades
in mid/late January with buy ratings, the equip stocks will move
then.

Good Investing,
BB



To: gambler2 who wrote (13899)12/29/1997 11:15:00 AM
From: Steve Rolfe  Read Replies (1) | Respond to of 70976
 
There was a report that Japanese chip makers MAY cut production and capital spending for the fiscal year beginning April. (Source: TheStreet.com) 16% of AMAT sales are in Japan.



To: gambler2 who wrote (13899)12/29/1997 11:46:00 AM
From: Gottfried  Read Replies (2) | Respond to of 70976
 
gambler2, I don't know the reason, but INTC is not providing
leadership once again. I look for that bellwether company to
show the way.

GM


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