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

To: Marc Trombella who wrote (17044)	3/4/1998 8:13:00 PM
From: jtechkid	Read Replies (2) \| Respond to of 70976

be patiece-more pre announcements coming-amat numbers i think are coming down even more-don;t forget we are coming into the summer-weakest order period-my history it usual gets very ugly before we hit the bottom-if amat bottoms at 2xsales it would be at 22-which is not unrealistic-again-as i've sai before no reason to buy-listen to the management-book to bill negative-the best time to buy semi's is when booking stabilize or start trending up-we are doing the opposite-i think we will botom in july or august-i think amat could hit 22-26

To: Marc Trombella who wrote (17044)	3/4/1998 9:38:00 PM
From: Proud_Infidel	Respond to of 70976

Marc, Re:On hearing the Nasdaq futures down 30 tonight, anybody freaking yet and Being down 50 or 60, would cause me to worry, as NASDAQ has good support at around 1680. At this point we do not know how far down the NAZ will open tomorrow. The limit on the futures(down or up) is 30 and we are there right now. May be down substantially more, I don't know. IMO, AMAT will probably close around where it opens. Others amy see considerable bloodletting for some time since they have had a near vertical climb these past few months (i.e. DELL, MSFT etc). Since AMAT is not in this category, I am not necessarily worried though prepared for the low 30's tom. Anything below that would surprise me. BK