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


To: Debt Free who wrote (16900)3/2/1998 9:51:00 PM
From: Fred Levine  Respond to of 70976
 
Merrill recently wrote a rather grim report on semis. Altho rating AMAT a long-term buy, they were cautious about the near-term. They reported that management anticipates April's orders will be down 23%.

I'm still LT long.

good investing -- fred