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

To: jtechkid who wrote (20142)	6/11/1998 3:01:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 70976

you'll get the short term rebound after the earnings season (actually I think it will be even sooner) BUT that still won't be the start of the l/t uptrend.

To: jtechkid who wrote (20142)	6/11/1998 3:46:00 PM
From: Laker	Read Replies (1) \| Respond to of 70976

Here come's the Thursday afternoon tankeroo.

To: jtechkid who wrote (20142)	6/11/1998 4:17:00 PM
From: Big Bucks	Read Replies (1) \| Respond to of 70976

Kid, I've agreed with and supported most of your tactics over the last 6 months, you've had some pretty good calls to date. This time I am going to disagree with your assessment. There are virtually no profits to be had in the semi's at this point, layoffs are occurring or are imminent at most companies and orders are decreasing. WHERE"S THE BEEF??? Why will investors/funds hold a decreasing asset with little to no short/mid term growth potential. Any investment in this sector now is pure speculation,IMO. The B2B in the semi equip sector has a long way to go to reach bottom and as others have pointed out, it will need to drag along the bottom for a while to establish a base from which to establish a new growth cycle. The economic fundamentals just don't indicate any upside momentum at this time, IMHO. Fund managers will wait to see an improvement in the business climate and an increasing B2B before investing in the semi-equips. The trick will be to make a move before the funds do to maximize gains, but this must be done from a point close to the bottom, we are not there yet. Just my opinion, BB