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

To: Laker who wrote (18503)	4/3/1998 4:31:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

Rewe have yet to see an indication of an upturn and early buyers are way ahead of themselves. Laker, That is what is supposed to make a market; the fact that $$ must be put on the line before the facts are a surety. You can't have your cake...... BK

To: Laker who wrote (18503)	4/3/1998 5:37:00 PM
From: Perry	Respond to of 70976

<<Oracle reported a 28% rise in income. Quite different from an industry looking at a 12% decline IN SALES this calendar year. And what happens if Asia slides deeper and takes the US and Europe along. I am not suggesting disaster - - I am merely saying this trough could get deeper and wider. If this is a cyclical industry - - and there is a lot of support for that view - - then we have yet>> I never said that you weren't correct about the semi stocks. I just meant to state that this market has gone up regardless of the fundamentals, so why should semis be any different. As far as Oracle is concerned, I recall it driving up well before earnings and very soon after the earnings warning. Can anyone confirm this? Good luck, Perry