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

To: Jacob Snyder who wrote (20481)6/17/1998 2:36:00 AM
From: 16yearcycle  Read Replies (2) | Respond to of 70976
 
jacob,

the world may be entering a depression within 6 months. It is not wise to buy until you can see the whites of their eyes. Wait until japan has had a positive quarter. This b to bill is an aberration, I can't imagine that we will see a significant turn before the end of the year. Amat is selling at 4x book, when it usually gets to 2x in a downturn. Sell.



To: Jacob Snyder who wrote (20481)6/17/1998 2:39:00 AM
From: 16yearcycle  Read Replies (1) | Respond to of 70976
 
Kurlak isn't expecting a turn until the fall. He is just bottom fishing now. He doesn't follow equips.



To: Jacob Snyder who wrote (20481)6/18/1998 5:31:00 PM
From: David Rosenthal  Read Replies (1) | Respond to of 70976
 
Jacob,

Consolidation, belt-tightening (Novellus just announced a 10% layoff) and downgrade announcements the last couple of days. Looks like we may be approaching a bottom. However, it's hard to see anything to juice demand on the horizon (and it may continue to decline) and there is still major overcapacity out there.

Dave


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