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

To: Andrew Brockway who wrote (18346)4/1/1998 11:15:00 AM
From: MileHigh  Read Replies (2) | Respond to of 70976
 
KLAC warns and the stock goes up? It seems as if everyone thinks ALL the bad news is in these stocks!? Maybe all the bad news is in these stocks...If so, the market thinks semi equip makers will not go any lower or things will not get worse than they are..Huh!?

So, all those who are waiting for a pullback might be waiting awhile....

Question to all those more knowledgable than I...What is it exactly going to take to see a pullback in these stocks? More warnings for the 2nd and 3rd QTR's?

I am starting to wonder! Is anyone else??

MileHigh



To: Andrew Brockway who wrote (18346)4/1/1998 12:35:00 PM
From: Ian@SI  Read Replies (3) | Respond to of 70976
 
Andrew,

Let reality be your friend.

How many chip equipment companies which warned had a lower close within the next few days than prior to the warning.

If one looks at reality, these companies have passed from weak hands to much stronger forward looking investors.

Increased use of technology to improve corporate productivity and the overall quality of life, has not yet ended; and won't any time soon.

Ian.


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