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

To: 16yearcycle who wrote (19401)	5/13/1998 4:16:00 PM
From: Math Junkie	Read Replies (1) \| Respond to of 70976

I think another reason it is up is that expectations were pretty low going into the announcement. Usually the stock rallies in advance of earnings, but this time, the rally was positively anemic.

To: 16yearcycle who wrote (19401)	5/13/1998 4:20:00 PM
From: jtechkid	Respond to of 70976

you should not look back at past trades as long as you made money or limit your losses. what is interesting is lot of what happens with amat is in asia and right now i believe it is getting worse. regarding doing 50% revenue in the last month.---well commonly its called backend order as the company is as morgan said scrambling for any orders so imo that pretty scary. about momentum, well eps and revenue are going down next quarter so that means they stuck some orders down some people throat at end of the month so they could make the street and no way their ordering this quarter. for amat to turn you have to see dram prices stabilizing , asia stabilizing, capital spending to be at least flat or move forward, and most important economies around the world remaining intact. if that was true smart semi money would be pouring in sox,which is down, dram compannies, which mu was down 1.75 %,txn up a quarter, and the biggest capital spender intc, which was down all morningand finished up slightly. this tells me smart sophisticated money were not buying what amat says.