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

To: Proud_Infidel who wrote (18374)	4/1/1998 4:38:00 PM
From: jtechkid	Respond to of 70976

is this an april fools joke. japan is very crucial to semi 's and i would be watching that closely.

To: Proud_Infidel who wrote (18374)	4/1/1998 4:55:00 PM
From: FJB	Respond to of 70976

The following comments are about KLAC, but are probably applicable to AMAT as well. So here's the investment community's logic behind buying now. Analysts said the stock rose Wednesday because the investment community believes KLA-Tencor is poised for a runup at the end of the current cyclical downturn. KLA-Tencor makes yield-monitoring and process control systems for the semiconductor manufacturing industry. "A lot of this bad news is in the stock right now," said Susan Billat of BancAmerica Robertson Stephens & Co. "Investors are looking for companies that are going to come out of the downturn stronger than ever." "Obviously KLA is having some difficulties, but there is forgiveness in the near term," she said. "They are the market leader by a lot in process control and yield management," Billat said, noting the company benefits from its "separation from second-tier companies." Message 3920811