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

To: Big Bucks who wrote (13910)	12/29/1997 4:06:00 PM
From: davesd	Read Replies (1) \| Respond to of 70976

Buck, this uptick in semi stocks that you are expecting in early 1998...what is your reason...or is it just a "feeling"?? dave

To: Big Bucks who wrote (13910)	12/29/1997 5:18:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

BB, I agree with your assertion that we will probably see a bounce early in '98. God knows we're due. But in regards to "should see a good bounce when semi equip stocks come back into favor again." This is largely the question of the hour-when will these stocks come back into favor. It would take several pieces of + news to propel this sector to the forefront again so soon IMO. This we are unlikely to see, also IMHO. At this point, I would merely like AMAT to meet their #'s come Feb. Although I do think the Asian contagion's effect on this group was OVERDONE in a large way, there is still fear out there when it comes to any investment having any connection with Korea. Until this fear dissipates somewhat, IMO we will not see many Strong Buys for AMAT. This being said, I am more Bullish on AMAT than ever and would not be surprised if we hit new highs by summer. This of course assumes that the panic stricken MM's get some Bas and start investing,** not merely throwing $ at KO or G simply because they are not AMAT. Too many lemmings and not enough investors at this point. regards, Brian

To: Big Bucks who wrote (13910)	12/29/1997 5:47:00 PM
From: Math Junkie	Respond to of 70976

NVLS seemed to manage a price 30-50% above AMAT this past year in spite of the $80M settlement for patent infringement. NVLS EPS for the last four quarters is 46% higher than AMAT, so that would be about right. Of course, AMAT total earnings probably dwarf that of NVLS, so it is purely an artifact of the number of shares outstanding.

To: Big Bucks who wrote (13910)	12/29/1997 7:57:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

From Briefing.com: January Effect Stocks: according to Ralph Acampora of Prudential Securities, the following issues could get a lift from the "January Effect" phenomenon; Smith International (SII 59 1/16 +2 7/16), EVI Inc. (EVI 49 +1 1/4), Intel Corp. (INTC 70 3/8 -1/2), Sun Microsystems (SUNW 39 3/8 +11/16), Applied Materials (AMAT 29 1/2 +1/16), Lam Research (LRCX 29 7/8 +1/4), FMC Corp. (FMC 65 3/4 +5/16), Unisys Corp. (UIS 12 9/16 +1/2), Chevron Corp. (CHV 77 7/16 +2 1/8), and Nucor Corp. (NUE 46 1/4 +1/8).....