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

To: Gottfried who wrote (14758)	1/17/1998 10:21:00 AM
From: Norm Tock	Read Replies (1) \| Respond to of 70976

Thanks GM: Interesting article and timely. It's another one of those times when one looks around to seen what might be moving faster than AMAT. At $25+ ASND was tempting, but after the move to $30 I have decided to stay with AMAT......Teri: Looking at the lower support level of $22.00+? I don't think so - not with the production of the 300 wafer as far along as it is. We will have to see what Mr Morgan pulls off for earnings I guess... Norm basking in Florida in the house that AMAT built

To: Gottfried who wrote (14758)	1/18/1998 1:04:00 AM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Gottfried, and Big Buck >BB. look what I found. It's dejavu all over again, just 7 months ago< I have learned to respect intellectual appraisals regarding AMAT and the semi's. However, when I look at my charts it appears that the semi sector according to the Dorsey Wright chart go from a high (70%up) to a bottom (20%down) to a high (70%up) every 8-10 months. This has been true going back to August 1995 to the current date. It appears to me that there is money to be made if we just follow the semi sector charts. Remember, the total market and sector makes up approx. 75% of a stock price. We are in the 6 month of the cycle. It will be interesting what happens ahead. I see the semi sector and AMATmoving up if the charts are correct. Just my $.02. Paul V.