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

To: stockycd who wrote (17055)	3/4/1998 9:41:00 PM
From: akidron	Respond to of 70976

Here's my prediction, which I have already made a bunch of times... amat will warn this Q... they have spent the last two weeks setting it up... there is low to no liquidity outside intel and europe right now, and intel will decreae capex later this year especialy if competitors can't find cash to upgrade... and people are getting really worried that congress will balk at the increased imf demands in the face of sea unwillingness to really bite the bullet... if amat reacts bad tomorrow it will be better than if it just loses a couple of points, because we will reach the bottom quicker and the chances that warning will really hurt will be diminished ----- ie it really will be in the price.... this is not doomsday, but its not the end of the dowtrend either because japan will hit 15,000 before any serious structural rebound. My opinion of course...