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

To: Taby who wrote (20306)6/12/1998 9:10:00 PM
From: jtechkid  Read Replies (2) | Respond to of 70976
 
TABY, don't let the markets determine were the stock goes you reasoning to make a conclusion as you were bullish at 37-38 because fundamentals also stunk but you got caught staring at the screen. same thing is happening. you should look at your past posts to examine this. also, i always look back at my pst posts because it shows what i was thinking and was it relevent. i would say 60% of this thread thinking is determined on what amat stock does and not on the company. case in point-amat up after numbers to 39 must be wall street likes the numbers.



To: Taby who wrote (20306)6/12/1998 9:55:00 PM
From: stockycd  Read Replies (2) | Respond to of 70976
 
This whole semi-equip slide will not be over until SEA is over
and SEA will not recover before China flushes the toilet on
their currency. The only thing anyone should be buying now is
put options on these guys. However, the recent downgrades in the
sector is a good indication that the bottom my be in sight. I look
for more downgrades coupled with a firming in the BTB, them I'll
start buying. KLIC first, KLAC second, but AMAT last.

CD


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