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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (5475)	6/12/1998 9:47:00 AM
From: Bill Shepherd	Read Replies (1) \| Respond to of 42834

Skeeter...things certainly have changed since February, huh? I agree, AMAT will be a great play...since it is sooo hard to buy at the very bottom, I am starting to dollar cost into the shares. Regards...Bill S

To: Skeeter Bug who wrote (5475)	6/12/1998 1:32:00 PM
From: Wally Mastroly	Read Replies (1) \| Respond to of 42834

One analyst looking for a possible turning point on semiconductor stocks later in 98: biz.yahoo.com ['A potential inflection (turning) point in the semiconductor industry late in the third quarter could stabilize equipment stocks,'' Deahna said. ''However, fab utilization rates are so low that an upturn in the equipment industry is not currently visible.'' He downgraded Applied because he views an equipment industry recovery as pushed back.]