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

To: Jacob Snyder who wrote (20141)	6/11/1998 2:51:00 PM
From: jtechkid	Read Replies (3) \| Respond to of 70976

great buys-klac, lscc, nvls, tsemf, even amat- what people are missing is we are selling off on fear of pre announcement because business is terrible-we have two more weeks to go. my point right after that the money will be flowing back into the group on a valuation or just as my term the least SUCKERS RALLY. THE KEY IS ITS VERY NEGATIVE OUT THER. this board is as negative as ever predicting doom and gloom. the final drop in equipment demand will be in june-the idicators have been improved foundry utilizations, INVENTORY DECLINES, COMPANIES COST CUTTING MEASURESand layoffs hitting the bottom line, and a recovery in materials consumptions. watch after these two weeks and the pre announcements the nervousness will be gone and we will bounce 20% i love buying lscc, klac, nvls, tsemf, i think its funny people selling. you know whats even funnier. you and about 100 billion dollers is sitting on the sidelines drolling to buy these semi's but are trying to get the bottom-too greedy-once they move people will be jumping over each other to buy them .