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

To: akidron who wrote (14639)	1/13/1998 11:19:00 PM
From: Gottfried	Respond to of 70976

akidron, > the big mystery of the current debacle is why, if values are so deflated has AMAT not bought itself small eqips cheap.< Maybe AMAT has decided to only bite off what it can chew? It takes time to really absorb acquisitions. GM

To: akidron who wrote (14639)	1/14/1998 1:23:00 AM
From: Paul V.	Read Replies (1) \| Respond to of 70976

akidron, > My guess is the institutions will start to bet big on AMAT's earnings now they've had a look at capex's new horizon.< They already have been. If you check Tuesday's IBD you will see that 402 funds are now into AMAT. During last years runup there were 363 funds in AMAT. However, there will probably be more $$$$$$$ going into AMAT from the funds. Wednesday, we will know what the DW semiconductor sector % is for the close of today. PS Are there other threaders who were having difficulty getting on to the thread last night? Just my opinion. Paul V. Just my opinion.