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

To: Henry Eichorszt who wrote (19405)	5/13/1998 4:46:00 PM
From: jtechkid	Read Replies (1) \| Respond to of 70976

alex brown just came out and said amat order rate is coming down and the company is the bellweather for the industry. he said the problem is this downcycle is different than any downcycle this market has ever seen. he said in the past the downcycle was pc related or dram related. as morgan said last night, this downturn is the hardest to access. with the uncertainty in the market you would think the stock would trade 2x sales verse 3 xsales. i do not hate amat as i stated made a fortune in the stock just keep giving the people all the warning because i would hate to see a meltdown and have people lose a lot of money. its a big negative for the stock that nobody downgraded it. i will say this brian and lot of other bulls on this thread have more intelligent things to say regarding amat what what these analysts are saying. blah, blah, blah. i'm in the wrong business. i should been analyst. keep updated. what is the feeling is if amat the bellweather soared why didn't sox rally or dram rally.