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

To: Denice who wrote (20228)	6/11/1998 11:47:00 PM
From: jtechkid	Read Replies (1) \| Respond to of 70976

i believe you could have a trading buy like we rallied around 20-35% like we has in the beginning of this year. the industry way oversold and big money is drolling to come heavy thats why when they rally its not a couple points more like 10-20points. i'm not smart enough to know if its a complete cycle will last. but common sense, historical the july quarter is the worst because its summertime no major rollout of products and europe takes the summer off. then we have the fall or christams where seasonality is very strong because of technology relating buying for back to school and christmas and inventories will be low. thats my point-i do believe worst case is october eps will be allright, better than july and these stocks will bounce 20-35% but we might give it all back again if their a complete lull out their.