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

To: Ian@SI who wrote (20277)6/12/1998 3:31:00 PM
From: David Rosenthal  Respond to of 70976
 
Ian,

I am talking very short-term here. I do think some of the semi-equips are hitting bottom, but definitely not AMAT yet.

Dave



To: Ian@SI who wrote (20277)6/12/1998 3:33:00 PM
From: Big Bucks  Read Replies (2) | Respond to of 70976
 
Ian,
Next week is options expiration, things should stabilize prior to that
unless the B2B drops significantly, if so then it's down from here
as the funds off load.

Just my opinion,
BB



To: Ian@SI who wrote (20277)6/12/1998 4:10:00 PM
From: Doug Skrypek  Respond to of 70976
 
Ian: I think the window dressing is complete and the price action today was the result of it.


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