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

To: Ian@SI who wrote (19126)	5/1/1998 2:56:00 PM
From: Proud_Infidel	Read Replies (3) \| Respond to of 70976

Re:I suspect that it won't be easy for most of the equipment makers to disappoint again this year. Precisely. The bar has been lowered to the ground so disappointment above and beyond what is already factored into this sector would amount to a full-scale nuclear war or something tantamount. BTW, can someone explain the divergence of a few cos. in the sector, namely ASMLF, which are trading near historic highs while most of the sector languishes? Even more befuddling is that CYMI, which supplies ASMLF, is not trading anywhere near its highs even though it has a monoploy of its market. One would think that CYMI would trade somewhat in line with ASMLF, since they are in the same biz!?!? Regards, Brian