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

To: Jacob Snyder who wrote (19625)	5/22/1998 8:00:00 AM
From: jtechkid	Read Replies (3) \| Respond to of 70976

the one mistake people are missing is the semi group are all cousins and when what i call'smart semi money' start to buy they buy the whole group not just amat. if you look at past history when amat does well in eps or stock price so does the whole group. on a price to sales valuation amat is by far in my opinion the most expensive and really the only one i follow that had not been completely destroyed. i mean klac, klic, and most of the other semi's are hovering around or about to break their 52 week low. at this point i would rather buy klic at 15 or klac at 27-30 then take a shot at amat at 32-35. also, its scary wall street loves amat now, the reports were so dumb estimates revised dramatically downward and the rating keep the same. my point is usually the best time to buy a compaNY is when wall street dumps or throws it out. if amat misses estimates next quarter because i think their is lot more risks of cancelled or push out orders this quarter than last. this could make wall street get nervous and to cover their ass they will downgrade the stock. amat has been strange a week ago you had huge buying at 38-39 range, i mean their was bids out their everywhere for big size. now, the stock has dropped like a rock on low volune and their not a buyer in sight. i didn't see anything dramatic happen in the group over the last two weeks.