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

To: Paul V. who wrote (20561)	6/18/1998 8:10:00 AM
From: jtechkid	Read Replies (3) \| Respond to of 70976

IT SEEMS LIKE ME and kurlak are on the same page. i see the overcapacity in semi's bottomed out this quarter and i believe the book to bill will break one in december. from these oversold negative sentiment in the market that would take amat to 38-42-klac to 45-lscc to 40. also, one key i see is mutual funds are window dressing or dumping semi's they bought higher for the end of their quarter or july1. i believe once the pre announcement period is over-one more week- and the window dressing selling is done you will get a nice reboundin the whole group. also, i think the wild card is if we will see a consolidation in the group that could start a competitive domino buyouts through the group or at least rumor takeover candidates. at current prices, i strongly believepeople will look back and june will be the bottom for this group. i been right on everything else and so has kurlak this year.