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

To: Jacob Snyder who wrote (15366)	2/3/1998 8:41:00 AM
From: Proud_Infidel	Respond to of 70976

If CSCO gives a good report today and AMAT next week gives + forward looking guidance, it may be off the the races again. Because of AMAT's large backlog, this is possible even though it seems the industry is sinking into another malaise. And the extremely weak RS of this sector increases the chances for a run if things are even remotely different from the gloom and doom portrait painted by the popular media and many on these threads. IMHO the bargains, for the most part, are where RS is the weakest. I don't think we'll be seeing AMAT at these bargain basement prices for long however, if MSFT, CSCO, AOL and the S&P keep marching forward and interest rates and inflation remain where they currently are. Regards, Brian

To: Jacob Snyder who wrote (15366)	2/3/1998 8:42:00 AM
From: Proud_Infidel	Respond to of 70976

<Skip..posted twice by mistake...although you can read if you really enjoy my posts<G>> If CSCO gives a good report today and AMAT next week gives + forward looking guidance, it may be off the the races again. Because of AMAT's large backlog, this is possible even though it seems the industry is sinking into another malaise. And the extremely weak RS of this sector increases the chances for a run if things are even remotely different from the gloom and doom portrait painted by the popular media and many on these threads. IMHO the bargains, for the most part, are where RS is the weakest. I don't think we'll be seeing AMAT at these bargain basement prices for long however, if MSFT, CSCO, AOL and the S&P keep marching forward and interest rates and inflation remain where they currently are. Regards, Brian