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

To: Proud_Infidel who wrote (19819)	6/1/1998 7:58:00 PM
From: jtechkid	Respond to of 70976

THE SLAUGHTERHOUSE BEGINS FOR THE BULLS. just kiddin. this market is starting to make sense for the semi market. my point is in the last three months the buyers of these semi's were not smart buyers since with amat we are going into the third quarter of sequentially bad or down eps. what i see is now you having a mini panic from non smart semi buyers that got suckered from all those great buy[s from the boys of wall street. right now, i think their is 50-50-chance of seeing a complete panic on semi's in the next month because you will see some pre announcement at that point if your bullish you might want to initiate a position. of all the semi's i like nvls the best because if you look at past downturns their eps have been the strongest of the whole group. the bulls have no strong argument and with amat the valautions are really not compelling.good luck. it was ugly .