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

To: Big Bucks who wrote (18424)	4/2/1998 1:05:00 PM
From: Matt Webster	Read Replies (2) \| Respond to of 70976

Which will go higher: ASND, AMAT or KLAC?

To: Big Bucks who wrote (18424)	4/2/1998 1:41:00 PM
From: Math Junkie	Respond to of 70976

In 1996, (the last semi equipment bear market, for those who are new to the sector) there was a rally in April, before going on to make new lows in July. I was half expecting the same this time, since it often happens that prices run up in advance of earnings, but I wasn't sure it was going to work that way, in view of the weakness in earnings and uncertainty about when the recovery will begin. Silly me. Luckily, I am still fully invested, just not margined. -Richard (in "market goes up, I win; market goes down, I win" mode)